Alicia Shepherd, Financial Advisor located in Scottsdale, AZ

Financial Advisor
Alicia Shepherd

CFP®, ChFC®, CEPA®, AAMS®
7373 E Doubletree Ranch Road, Suite 100, Scottsdale, AZ 85258opens in a new window
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Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Charitable Giving
  • Divorce Finances

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Outdoor Enthusiast
  • Hiking
  • Traveling
  • Archery
  • Pickleball

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(480) 948-2245

Fax

(888) 239-6404

Office Address

7373 E Doubletree Ranch Road
Suite 100
Scottsdale, AZ 85258opens in a new window

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