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

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This Office

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