Wealth Management Services in Phoenix, AZ
Our Phoenix, AZ-Based Team
If you live in the greater Phoenix area and want to work with an advisor who’s part of your community, then look no further! Godsey & Gibb has a Phoenix-based Wealth Advisor, offering local residents comprehensive, relationship-based wealth management services. Emil has extensive experience advising affluent investors (investable asset balance from $500K to $50 Million) on retirement planning, portfolio management, and wealth preservation through a multitude of tactics. Should Emil’s clients desire access to the experts supporting our entire client base, Emil can connect them to the Investment Strategy team and the Tax Services team who sit in Godsey & Gibb’s headquarters in Richmond, VA.
Emil Pichardo, CFP®
Wealth Advisor
Phoenix, AZ
Emil lives in Chandler, AZ and has over 30 years of experience in the financial services industry. Emil’s background is expansive and includes work in client services, financial advisory, holistic planning, risk oversight, supervision, and human resources. Outside of work, Emil cherishes time with his wife, Tonja, their growing family of three adult children, six grandchildren, and their Aussie-doodle, Gia. He also enjoys travel, functional fitness, time with friends, and staying active in his church community.
Connect with the Phoenix, AZ Team
If you are interested in learning more about our services, please fill out the form below so that one of our Wealth Advisors can reach out to you in your preferred manner. There is no cost or obligation to have an introductory conversation. We’ll take time to understand your goals, current financial picture, and address any questions you may have. If it seems like we’re a good fit, we can outline next steps. We look forward to hearing from you!
Please do not include any sensitive information (i.e. account numbers, your date of birth, social security number, etc.) in this form.
Phoenix, AZ
BUSINESS HOURS
Wealth Management Services in Phoenix, AZ
Phoenix, AZ
3100 W Ray Rd, Suite 210
Chandler, AZ 85226
ADDITIONAL LOCATIONS
In addition to our location in Phoenix, AZ, we also have team members located in other areas.
While our Wealth Advisors typically work from our office location, they regularly travel to visit clients in neighboring areas as well. If you live within reasonable distance of our office in Chandler and desire the type of Wealth Advisor relationship we offer, please do not hesitate to reach out. Our Wealth Advisors will happily come to you.