STRATEGIC ALLIANCES
It's important to know who you are working with...
STRATEGIC ALLIANCES
Client focused, Personalized Approach, Fiduciary Driven
Who is working in our Back Office?
We have a large back-office team of Certified Financial Planners (CFP), Chartered Financial Analysts (CFA), Investment Analysts, as well as, Tax and Trust professionals, that go to work and build 100% personalized portfolios for your retirement.
One of our strategic alliances is with a third-party money-manager and RIA Firm, Gradient Investments (GI). GI is an SEC registered investment advisor firm offering clients over 20 proprietary actively-managed portfolios. The portfolios are managed by their President, Michael Binger CFA, Mariann Montagne, CFA, Jeremy Bryan CFA, and Keith Gangl CFA. These industry leaders now offer our clients their combined expertise of over 90 years. Binger brings 30 years of institutional investment experience to the private clients of Gradient Investments. Montagne has 25 plus years of working with both institutional and high net worth clients and has amassed a strong breadth of investment experience in her tenure. In addition Binger and Montagne are regular contributors to CNBC, Fox Business, Bloomberg and Barron's, The Wall Street Journal and have many other national publications.
Case Planners
David Johnson oversees 4 Case Design teams led by additional Certified Financial Planners (CFP's) like himself. In total, there are 12+ CFP's and case design specialist's that work in Rise Financial Group's "back office".
ADDITIONAL STRATEGIC ALLIANCES
TAX &
ACCOUNTING
In addition to the above back office team, we have built relationships with other professionals over the years as well. One of Rise Financial Group's close business partners is BASC Expertise Accounting Firm. Deirdre Morhet is the Principal and holds 2 Masters of Engineering, a Masters in Business and has recently achieved her Enrolled Agent designation with the IRS. Deirdre and her team help in finding tax savings for our clients, among other efficiencies in their taxes.
TRUSTS, WILLS,
HEALTH DIRECTIVES &
POA DOCS...
Rise Financial Group works with a few firms in the East Valley that can assist in the preparation of a Trust/Will combination to help protect your assets and estate. Due to the volume of references we send their way, our clients receive a special rate, which is thousands below what your attorney may charge. Please reach out to us at (480) 878-7444 for more information and current pricing.
Our Office in Gilbert, Arizona
Rise Financial Group was fortunate enough to have purchased a new office building in July of 2017. We easy to find just on the SE side of Baseline Rd. and Driftwood in the Val Vista Lakes subdivision...
