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Carina Burtell, Financial Advisor

FINANCIAL ADVISOR
Carina E Burtell

CEPA®, AAMS™
9875 S Priest Dr Ste 102, Tempe, AZ 85284opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

About Carina

As a seasoned financial advisor focusing in business retirement plans, my strategic experience, supported by my CEPA® and AAMS™ designations, enables me to craft tailored financial roadmaps. My passion lies in fortifying businesses, nurturing familial prosperity and securing employees' futures. I excel in building value within businesses, priming seamless transitions for owners' retirements, ensuring they step into their best life yet.

Using an established process, I work with my clients to build personalized financial strategies that are designed to help achieve their unique goals. I take the time to truly listen to my clients and construct measurable objectives tailored to their...

Work History

  • Edward JonesApril 2012 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Cooking
  • Movies & Entertainment
  • Traveling
  • Volunteering
  • Reading

Team Members

  • Bridget Moran
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:30PM
Sat Closed
Sun Closed

Phone

(480) 753-9341

Fax

(877) 347-2554

Office Address

9875 S Priest Dr Ste 102
Tempe, AZ 85284opens in a new window

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