Amy Shepard (BFA™, CFP®, MBA)

Amy Shepard focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

NAPFA Start Date

March 09, 2020


This Office

4200 N. Marshall Way, Suite 2 Scottsdale, AZ 85251-3223 Phone: (480) 719-7290