Our team has over 60 years of collective experience and was founded by CERTIFIED FINANCIAL PLANNER™ Professionals with your best interests in mind. With no proprietary financial products, feel confident that our approach aims to help get you to where you want to be.
We have offices located in Phoenix, Arizona; Chico, California; and Penfield, New York (Rochester). We are licensed throughout the United States.
Chris Urness, CFP®, ChFC®, AAMS®
Founder & CEO
I began my financial practice in 2002 with a clear understanding that building Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and
VP of Operations / Wealth Advisor
I believe that the key to building a successful financial journey starts with understanding your vision of the future, and together with regular communication, the latest technology, and awareness of market trends, forging a powerful...
The complexities and opportunities of personal finance require discipline, skill, and integrity to pursue and maintain financial independence. To help families and individuals work toward their goals, I have trained and served in the...
Katelyn Fife, CFP®, CDFA®
I am proud to be a Financial Advisor at FocalPoint Wealth Management. I enjoy working with people and building relationships with clients. My advice is always centered on my clients, never on any products. I am here to become my...
It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit...
From a young age, I knew I wanted to be a Financial Advisor and follow in the footsteps of my father who has successfully grown his business through forming relationships with clients built on trust. Observing the way in which he cares...
As a former educator, it is my passion to help others learn and grow when it comes to understanding their finances. I am highly organized and enjoy the opportunity to present information in a clear, concise, and relatable manner....