Perspective Financial Services Employee Directory

Perspective Financial Services corporate office is located in 1440 E Missouri Ave Ste 250, Phoenix, Arizona, 85014, United States and has 11-50 employees.

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Perspective Financial Services Global Presence

Location	People at location
North America	1-10

Key Employees of Perspective Financial Services

SC
Shannon Curken...
Director, Client Services
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Index of contact profiles from Perspective Financial Services

Hundreds of professionals searching for Perspective Financial Services have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

SC
Shannon Curkendoll
Email Direct
Director, Client Services
United States , Arizona , Phoenix

ML
Michael Larriva
Email Direct
Team Member
United States , Arizona , Phoenix

PE
Patrick Eng
Email Direct
Wealth Advisor & With Perspective Since 2006 Partner
United States , Arizona , Phoenix

MB
Marc Brock
Email Direct
Wealth Advisor & With Perspective Since 2023 Partner
United States , Arizona , Phoenix

LC
Lupe Camargo
Email Direct
Team Member
United States , Arizona , Phoenix

Former Employees at Perspective Financial Services

Explore people who held key positions, contributed to Perspective Financial Services's success, and advanced their careers.

JC
Jacob Cavaleri
Financial Associate & ... at Able Financial Group
Worked as Financial Associate & Planner
at Perspective Financial Services (2022-2024)
Email Direct

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Frequently Asked Questions Regarding Perspective Financial Services Employees

How many employees does Perspective Financial Services have?

Perspective Financial Services has 11-50 employees

Who are Perspective Financial Services key employees?

Some of Perspective Financial Services key employees are Shannon Curkendoll

Where is Perspective Financial Services located?

Perspective Financial Services’s headquarters are located at 1440 E Missouri Ave Ste 250, Phoenix, Arizona, 85014, United States

How do I contact Perspective Financial Services?

Perspective Financial Services Contact Info: Phone number: (602) 281-4357 Website: www.moneyaz.com

What does Perspective Financial Services do?

Perspective Financial Services is an independent, fee-only Registered Investment Advisory firm established in 2003. The company provides the company's clients with broad-based financial planning and investment management services that meet the highest standards of professionalism and integrity. Through long-term relationships based on two-way commu... Read More

Is Perspective Financial Services a public company?

Perspective Financial Services is private company therefore does not currently have an official ticker symbol

See more information about Perspective Financial Services Employees