Our team comprised of Harry Calivas, Saiphon Marquez, and Lorrie Anderson have extensive and diversified business background with more than 100 years of combined corporate experience. Each of the team members experiences include employment with both large and small publicly and privately held corporations with responsibilities that account for profit and loss, oversight of multi-million-dollar projects/contracts/product lines, managing financial matters and playing an integral part in maintaining client relationships. The team’s extensive qualifications, strong work ethic, and background assist them with providing exceptional client experiences using their skills, experience, and knowledge that build strong relationships and guide clients with the best advice for achieving their goals and dreams.
Harry Calivas’ designations include CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst™ and Accredited Domestic Partnership Advisor. Registrations include Series 7, 63 & 65 as well as Life, Health and Disability insurance licenses. In addition, designation accredited curriculum was completed in estate planning through the National Association Estate Planning Council, paralegal training through Adelphi University, and investment manager analyst certification curriculum from the Wharton School of Business. Additional education qualifications include; Ph.D. in Business Management and Finance, MBA in Business Administration, and BA in Economics and Political Science. Affiliations include: Certified Financial Planner Board of Standards, Inc., the Financial Planning Association, the Central Arizona Estate Planning Council (an affiliate to the National Association of Estate Planner & Councils), the National Contracts Management Association, and the Investments & Wealth Institute. CA Insurance License #OD54114, Resident State AZ
Although our team does assist in the estate planning process for clients, we do not provide legal or tax advice. We believe education is paramount to providing the best advice to clients, for this reason the team continues to further their education on an ongoing basis.