Cortney Giles (CFP®, CRPC®, EA, MBA)

Cortney Giles focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • Federal Employees
  • Generation X
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs

Planning Specialties

We are tax-focused financial planners. Taxes are at the center of how we help clients. 

Additional Information

We help clients connect their life and their wealth. 



NAPFA Start Date

March 16, 2020


This Office

2390 N Alma School Rd #115 Chandler, AZ 85224-2416 Phone: (480) 605-1999