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.