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David Edmisten (CFP®)

David Edmisten focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules

Planning Specialties

Retirement transition planning, retirement income, wealth management, investment management

Additional Information

Hi, I’m David Edmisten, CFP®. Next Phase Financial Planning specializes in helping people in their 50's and 60's create a tax-efficient retirement income and investment plan to secure their future.  Visit www.nextphasefp.com to learn more. I can help you answer these important questions:

  • Have I saved enough to retire early and not run out of money?
  • Am I paying too much in taxes?
  • Are my investments set up correctly for retirement?
  • Have I made the correct plans for Social Security, my employer benefits and healthcare?

I am a CERTIFIED FINANCIAL PLANNER™ with 16 years of experience advising clients to retire and enjoy the next phase of their life confidently.

We are located in Prescott, AZ and meet with local clients in person and our clients across the nation virtually.

I am a Christian, very happily married to my amazing wife Kristy and father of 8 wonderful children. We enjoy traveling, the beach, hiking, sports, games, and serving others. I also love music, playing guitar and sharing laughter with family and friends.

NAPFA Start Date

September 27, 2022

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3623 Crossings Drive Suite 232 Prescott, AZ 86305 Phone: (928) 237-4450
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