WealthPoint, LLC
Description
Address: 2398 E Camelback Rd #320, Phoenix, AZ 85016 Phone: (602) 773-5533Place name: : : : : Category: Website: : Hours: : Website: http://wealthpoint.net/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of WealthPoint - Arizona Posting publicly on the Web Write a review Reviews Be the first to review
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WealthPoint, LLC Employees
Employee
Years
Job
Industry
Jennifer Tyler Wilhelmy Jennifer Tyler Wilhelmy's WealthPoint, LLC Experience January 2015 - Present
Job Director of Case Design at WealthPoint, LLC
Industry Financial Services
Experience
WealthPoint, LLC January 2015 - Present
Self Employed February 2014 - January 2015
Brian K. Adams & Associates, Inc. March 2012 - April 2013
AXA Equitable January 2008 - March 2012
Pacific Life November 2002 - December 2007
Intel Corporation 2000 - 2001
Skills
Life Insurance, Advanced Markets, Case Design, Marketing Communications, Product Marketing, Channel Marketing, Financial Institutions, Retirement Planning, Wealth, Marketing, Sales, Salesforce.com, Marketing Strategy, Training, Financial Services, Multi-channel Marketing, Series 6, Financial Planners, Estate Planning, Sales Operations, Term Life Insurance, Insurance, Financial Planning
Education
University of Arizona 1994 — 1998
BA, Political Science & History
Arizona State University
Walter Cronkite School of Journalism, Journalism & Mass Communication Courses
Xavier College Preparatory
WealthPoint, LLC January 2015 - Present
Self Employed February 2014 - January 2015
Brian K. Adams & Associates, Inc. March 2012 - April 2013
AXA Equitable January 2008 - March 2012
Pacific Life November 2002 - December 2007
Intel Corporation 2000 - 2001
Skills
Life Insurance, Advanced Markets, Case Design, Marketing Communications, Product Marketing, Channel Marketing, Financial Institutions, Retirement Planning, Wealth, Marketing, Sales, Salesforce.com, Marketing Strategy, Training, Financial Services, Multi-channel Marketing, Series 6, Financial Planners, Estate Planning, Sales Operations, Term Life Insurance, Insurance, Financial Planning
Education
University of Arizona 1994 — 1998
BA, Political Science & History
Arizona State University
Walter Cronkite School of Journalism, Journalism & Mass Communication Courses
Xavier College Preparatory
Vincent Brunoforte Vincent Brunoforte's WealthPoint, LLC Experience August 2013 - Present
Job Client Advisor at WealthPoint LLC
Industry Financial Services
Experience
WealthPoint, LLC August 2013 - Present
US Airways April 2011 - August 2013
Phoenix Suns January 2010 - January 2011
Little Dealer Little Prices January 2005 - January 2010
Skills
Sports Marketing, Sales, Cold Calling, Ticket Sales, Account Management, Analysis, Forecasting, Strategy, Leadership, Customer Service, Strategic Planning, Direct Sales, CRM, Marketing Strategy, Time Management, Sales Management, New Business Development, Pricing, Training, Marketing, Market Research, Salesforce.com, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
Accountancy, Accountancy/Finance/International Business
Desert Vista High School 2002 — 2006
Business
WealthPoint, LLC August 2013 - Present
US Airways April 2011 - August 2013
Phoenix Suns January 2010 - January 2011
Little Dealer Little Prices January 2005 - January 2010
Skills
Sports Marketing, Sales, Cold Calling, Ticket Sales, Account Management, Analysis, Forecasting, Strategy, Leadership, Customer Service, Strategic Planning, Direct Sales, CRM, Marketing Strategy, Time Management, Sales Management, New Business Development, Pricing, Training, Marketing, Market Research, Salesforce.com, Social Media Marketing
Education
Arizona State University, W. P. Carey School of Business 2006 — 2009
Accountancy, Accountancy/Finance/International Business
Desert Vista High School 2002 — 2006
Business
Ryan Barradas Ryan Barradas's WealthPoint, LLC Experience April 2010 - Present
Job Managing Partner at WealthPoint, LLC
Industry Financial Services
Experience
WealthPoint, LLC April 2010 - Present
CFG Business Solutions September 2004 - April 2010
Cypress Strategies September 1997 - September 2004
Skills
Succession Planning, Exit Strategies, Intergenerational..., Wealth Management, Asset Protection, Estate Planning, Financial Analysis, Financial Modeling, Strategic Consulting, Executive Coaching, Executive Benefit..., M&A support, Family Business, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Planners, High Net Worth..., Business Planning, Financial Planning, Consulting
Education
Mendocino College 1990 — 1992
Associate of Arts (A.A.), Business/Managerial Economics
WealthPoint, LLC April 2010 - Present
CFG Business Solutions September 2004 - April 2010
Cypress Strategies September 1997 - September 2004
Skills
Succession Planning, Exit Strategies, Intergenerational..., Wealth Management, Asset Protection, Estate Planning, Financial Analysis, Financial Modeling, Strategic Consulting, Executive Coaching, Executive Benefit..., M&A support, Family Business, Life Insurance, Insurance, Financial Advisory, Retirement Planning, Strategic Financial..., Financial Planners, High Net Worth..., Business Planning, Financial Planning, Consulting
Education
Mendocino College 1990 — 1992
Associate of Arts (A.A.), Business/Managerial Economics
Jeffrey Anthony Jeffrey Anthony's WealthPoint, LLC Experience September 2015 - Present
Job Finance Executive
Industry Executive Office
Experience
WealthPoint, LLC September 2015 - Present
Sun Orchard, Inc. March 2011 - March 2015
Ewing Irrigation Products June 2008 - September 2009
Insight January 2007 - April 2008
Horizon Distributors Inc. 2001 - 2006
Financial Consultant 1990 - 2000
Financial Consultant 1990 - 2000
Deloitte 1981 - 1984
Skills
Accounting, Forecasting, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Management, Leadership, Human Resources, Process Improvement, Program Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Managerial Finance, Executive Management, Business Strategy, Auditing, Strategy, Contract Negotiation, Tax, Manufacturing, Accounts Payable, Restructuring, Cash Management, Team Building
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance, Latin America, Spanish
Arizona State University 1977 — 1981
BS, Accounting
WealthPoint, LLC September 2015 - Present
Sun Orchard, Inc. March 2011 - March 2015
Ewing Irrigation Products June 2008 - September 2009
Insight January 2007 - April 2008
Horizon Distributors Inc. 2001 - 2006
Financial Consultant 1990 - 2000
Financial Consultant 1990 - 2000
Deloitte 1981 - 1984
Skills
Accounting, Forecasting, Strategic Planning, Budgets, Financial Reporting, Financial Analysis, Management, Leadership, Human Resources, Process Improvement, Program Management, Finance, Business Planning, Mergers & Acquisitions, Sales, Managerial Finance, Executive Management, Business Strategy, Auditing, Strategy, Contract Negotiation, Tax, Manufacturing, Accounts Payable, Restructuring, Cash Management, Team Building
Education
Thunderbird School of Global Management 1990 — 1991
MIM, Finance, Latin America, Spanish
Arizona State University 1977 — 1981
BS, Accounting
Paul Harding Paul Harding's WealthPoint, LLC Experience January 2011 - March 2012
Job Retirement Planning for Business and Family
Industry Financial Services
Experience
Liquidity Partners, LLC November 2005 - Present
WealthPoint, LLC January 2011 - March 2012
Graphic Arts Service Providers, LLC (GASP) May 1998 - June 2008
CentralGraphicsLab, Inc 1998 - 2002
Woods Lithographics November 1984 - May 1998
Skills
Strategy, Small Business, Business Strategy, Investments, Insurance, Strategic Planning, Finance, Risk Management, Management Consulting, Business Development, Succession Planning, Retirement, Management, Executive Management, Life Insurance, Employee Benefits, Strategic Partnerships, Exit Strategies, Estate Planning, Retirement Planning, Business Planning, Long-term Care, Fixed Annuities, Medicare
Education
Arizona State University 1974 — 1978
BS, Technology
Liquidity Partners, LLC November 2005 - Present
WealthPoint, LLC January 2011 - March 2012
Graphic Arts Service Providers, LLC (GASP) May 1998 - June 2008
CentralGraphicsLab, Inc 1998 - 2002
Woods Lithographics November 1984 - May 1998
Skills
Strategy, Small Business, Business Strategy, Investments, Insurance, Strategic Planning, Finance, Risk Management, Management Consulting, Business Development, Succession Planning, Retirement, Management, Executive Management, Life Insurance, Employee Benefits, Strategic Partnerships, Exit Strategies, Estate Planning, Retirement Planning, Business Planning, Long-term Care, Fixed Annuities, Medicare
Education
Arizona State University 1974 — 1978
BS, Technology
Bailey Tocco, CPA Bailey Tocco, CPA's WealthPoint, LLC Experience September 2012 - July 2013
Job Tax Manager at CBIZ MHM, LLC
Industry Accounting
Experience
CBIZ MHM, LLC July 2013 - Present
WealthPoint, LLC September 2012 - July 2013
CBIZ MHM, LLC September 2005 - September 2012
CBIZ MHM, LLC January 2005 - April 2005
Skills
Tax Preparation, Consulting, Income Tax, High Net Worth..., Tax Advisory, Partnership Taxation, CPA, Tax, Mergers & Acquisitions, Corporate Tax, Tax Returns, General Ledger, Tax Law
Education
Arizona State University 2000 — 2004
BA, Accounting
CBIZ MHM, LLC July 2013 - Present
WealthPoint, LLC September 2012 - July 2013
CBIZ MHM, LLC September 2005 - September 2012
CBIZ MHM, LLC January 2005 - April 2005
Skills
Tax Preparation, Consulting, Income Tax, High Net Worth..., Tax Advisory, Partnership Taxation, CPA, Tax, Mergers & Acquisitions, Corporate Tax, Tax Returns, General Ledger, Tax Law
Education
Arizona State University 2000 — 2004
BA, Accounting
Nicholas Stefaniak III Nicholas Stefaniak III's WealthPoint, LLC Experience December 2010 - July 2012
Job CoFounder & Vice President at Vital Biz Group, PLLC
Industry Financial Services
Experience
Vital Biz Group, PLLC March 2013 - Present
Institute of Management Accountants 1986 - Present
WealthPoint, LLC December 2010 - July 2012
CFG Business Solutions October 2001 - September 2010
Globe Corporation January 1992 - October 2001
Pannell Kerr Forster, CPAs December 1990 - December 1991
Harris, Fisher & English, CPAs 1987 - 1990
Skills
Financial Modeling, Business Analysis, Analytics, Small Business, Family Business, Leadership, Microsoft Excel, Problem Solving, Estate Planning, Spreadsheets, Tax Research, Business Tax Planning, CPA, Pass-through Entities, Sensitivity Analysis, Business Planning, Professional Services, Succession Planning, Exit Planning, Entrepreneurial..., Exit Strategies, Tax Preparation, Managerial Finance, Analysis, Auditing, Cash Flow, Financial Reporting, Strategic Planning, Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Finance, Financial Analysis, Investments, Corporate Finance, Tax Returns
Education
Arizona State University 1983 — 1987
B.S., MTax, Accounting, Taxation
Vital Biz Group, PLLC March 2013 - Present
Institute of Management Accountants 1986 - Present
WealthPoint, LLC December 2010 - July 2012
CFG Business Solutions October 2001 - September 2010
Globe Corporation January 1992 - October 2001
Pannell Kerr Forster, CPAs December 1990 - December 1991
Harris, Fisher & English, CPAs 1987 - 1990
Skills
Financial Modeling, Business Analysis, Analytics, Small Business, Family Business, Leadership, Microsoft Excel, Problem Solving, Estate Planning, Spreadsheets, Tax Research, Business Tax Planning, CPA, Pass-through Entities, Sensitivity Analysis, Business Planning, Professional Services, Succession Planning, Exit Planning, Entrepreneurial..., Exit Strategies, Tax Preparation, Managerial Finance, Analysis, Auditing, Cash Flow, Financial Reporting, Strategic Planning, Management, Sarbanes-Oxley Act, Internal Controls, Accounting, Finance, Financial Analysis, Investments, Corporate Finance, Tax Returns
Education
Arizona State University 1983 — 1987
B.S., MTax, Accounting, Taxation
Phil Seibel Phil Seibel's WealthPoint, LLC Experience May 2012 - Present
Job Senior Client Advisor at WealthPoint, LLC
Industry Insurance
Experience
WealthPoint, LLC May 2012 - Present
Horizon Insurance Group, Inc February 2010 - May 2012
The Athlete Wealth Management Group March 2011 - March 2012
Arizona Diamondbacks June 2007 - January 2009
Los Angeles Angels of Anaheim 2007 - 2007
Boston Red Sox November 2003 - December 2006
New York Mets April 2002 - November 2003
Montreal Expos July 2000 - April 2002
USA Baseball June 1999 - August 1999
Skills
Life Insurance, Long Term Care, Insurance, Public Speaking, Fundraising, Commercial Insurance, Sales, Customer Service, Social Media, PowerPoint, Non-profits, Strategic Planning, New Business Development, Sports, Public Relations, Budget, Project Management, Microsoft Excel, Marketing, Social Media Marketing, Microsoft Office, Event Management
Education
The University of Texas at Austin 1997 — 2004
Corporate Communications
Cypress High School
WealthPoint, LLC May 2012 - Present
Horizon Insurance Group, Inc February 2010 - May 2012
The Athlete Wealth Management Group March 2011 - March 2012
Arizona Diamondbacks June 2007 - January 2009
Los Angeles Angels of Anaheim 2007 - 2007
Boston Red Sox November 2003 - December 2006
New York Mets April 2002 - November 2003
Montreal Expos July 2000 - April 2002
USA Baseball June 1999 - August 1999
Skills
Life Insurance, Long Term Care, Insurance, Public Speaking, Fundraising, Commercial Insurance, Sales, Customer Service, Social Media, PowerPoint, Non-profits, Strategic Planning, New Business Development, Sports, Public Relations, Budget, Project Management, Microsoft Excel, Marketing, Social Media Marketing, Microsoft Office, Event Management
Education
The University of Texas at Austin 1997 — 2004
Corporate Communications
Cypress High School
Micah Zahler's WealthPoint, LLC Experience 2011 - 2014
Job Director of Marketing at ARPOLA | MBA Candidate at the University of Arizona
Industry Marketing and Advertising
Experience
American Rental Property Owners & Landlords Association (ARPOLA) 2014 - Present
WealthPoint, LLC 2011 - 2014
PBR Media 2009 - 2011
Zahler Photography 2005 - 2009
Arizona Daily Wildcat 2003 - 2005
Education
University of Arizona, Eller College of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Arizona 2000 — 2005
BFA, Photography
American Rental Property Owners & Landlords Association (ARPOLA) 2014 - Present
WealthPoint, LLC 2011 - 2014
PBR Media 2009 - 2011
Zahler Photography 2005 - 2009
Arizona Daily Wildcat 2003 - 2005
Education
University of Arizona, Eller College of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Arizona 2000 — 2005
BFA, Photography
Michael Lucidi, CFP, CLU's WealthPoint, LLC Experience June 2011 - May 2014
Job Sr. Case Design / Client Service Analyst at Cohn Financial Group
Industry Insurance
Experience
Cohn Financial Group May 2014 - Present
WealthPoint, LLC June 2011 - May 2014
Walker Financial, LLC November 2005 - June 2011
Trilogy Financial Services December 1999 - November 2005
Skills
Life Insurance, Term Life Insurance, Variable, Insurance, Project Planning, Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Wealth Management, Risk Management, Series 7, Strategic Planning, Employee Benefits, Long-term Care, Succession Planning, 401k, Public Speaking, New Business Development, Budgets
Education
The American College 2004 — 2006
CFP, CLU
University of Arizona 1994 — 1998
Bachelor of Science, Business Administration
Cohn Financial Group May 2014 - Present
WealthPoint, LLC June 2011 - May 2014
Walker Financial, LLC November 2005 - June 2011
Trilogy Financial Services December 1999 - November 2005
Skills
Life Insurance, Term Life Insurance, Variable, Insurance, Project Planning, Strategic Financial..., Retirement Planning, Retirement, Fixed Annuities, Investments, Estate Planning, Disability Insurance, Wealth Management, Risk Management, Series 7, Strategic Planning, Employee Benefits, Long-term Care, Succession Planning, 401k, Public Speaking, New Business Development, Budgets
Education
The American College 2004 — 2006
CFP, CLU
University of Arizona 1994 — 1998
Bachelor of Science, Business Administration
Joe Worden's WealthPoint, LLC Experience November 2008 - December 2010
Job Manager
Industry Financial Services
Experience
AciesGroup November 2012 - Present
CVM Equity Funds 2000 - Present
PV Capital December 2010 - October 2012
Pension Specialists, Inc May 2010 - December 2010
WealthPoint, LLC November 2008 - December 2010
Wealthpoint Advisors May 2005 - November 2008
Principal Financial Group June 2004 - June 2005
Peak Performance Sports 1991 - 1999
Skills
Alternative Investments, Investments, Private Equity, Strategic Partnerships, Asset Managment, Financial Analysis, Hedge Funds, Leadership, Mutual Funds, Business Development, Mergers & Acquisitions, Entrepreneurship, Financial Services, Management, Asset Management, Retirement Planning, Insurance, Investment Management, Retirement, Valuation, Securities, Funding, Pensions, Investment Advisory, Wealth Management, Investment Strategies, Strategy
Education
New Mexico State University 1985 — 1988
Psychology
AciesGroup November 2012 - Present
CVM Equity Funds 2000 - Present
PV Capital December 2010 - October 2012
Pension Specialists, Inc May 2010 - December 2010
WealthPoint, LLC November 2008 - December 2010
Wealthpoint Advisors May 2005 - November 2008
Principal Financial Group June 2004 - June 2005
Peak Performance Sports 1991 - 1999
Skills
Alternative Investments, Investments, Private Equity, Strategic Partnerships, Asset Managment, Financial Analysis, Hedge Funds, Leadership, Mutual Funds, Business Development, Mergers & Acquisitions, Entrepreneurship, Financial Services, Management, Asset Management, Retirement Planning, Insurance, Investment Management, Retirement, Valuation, Securities, Funding, Pensions, Investment Advisory, Wealth Management, Investment Strategies, Strategy
Education
New Mexico State University 1985 — 1988
Psychology