Toby Prestegaard, Financial Advisor located in Phoenix, AZ

Financial Advisor
Toby Prestegaard

CFP®, ChFC®, CLU®, ChSNC®, RICP®
6868 N 7th Ave Suite 103, Phoenix, AZ 85013opens in a new window
Accepting New Clients
Serving clients of all asset levels
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Employee Stock Options
  • Special Needs Financial Considerations
  • Intergenerational Planning
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • CLU®

    Chartered Life Underwriter®

  • ChSNC®

    Chartered Special Needs Consultant®

  • RICP®

    Retirement Income Certified Professional®

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Office Information

Phone

(480) 210-8606

Fax

(844) 608-1811

Office Address

6868 N 7th Ave Suite 103
Phoenix, AZ 85013opens in a new window

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