James Dwyer (AIF®, CFP®)

James Dwyer focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

September 24, 2021

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This Office

1490 South Price Road, #303 Chandler, AZ 85286 Phone: (480) 704-3024