Phoenician Financial Planning

Employees

10 -50

Annual Revenue

Undiscolosed

Hourly Rate

Undiscolosed

Phoenician Financial Planning is a Registered Investment Advisory firm situated in Phoenix, Arizona. J.K. Roberts has worked in the speculation and account field since 2003. He is both a Certified Financial Planner endorsement holder and a Chartered Retirement Planning Counselor. He has worked with high total assets customers for The Vanguard Group and AmeriPrise Financial. While at Merrill Lynch, he made monetary designs for several customers.

Phoenix,az
Service Focus