MP Advisors, LLC logoCFP® Professional, Certified Investment Management Analyst (CIMA®) & Partner at MP Advisors, LLC.CFP® Professional, Certified Investment Management Analyst (CIMA®) & Partner at MP Advisors, LLC.MP Advisors, LLC · Full-timeMP Advisors, LLC · Full-timeJan 2017 - Apr 2024 · 7 yrs 4 mosJan 2017 - Apr 2024 · 7 yrs 4 mosPhoenix, Arizona AreaPhoenix, Arizona AreaOur team is focused on providing comprehensive wealth management to business owners & entrepreneurs. We leverage our resources across multiple disciplines to address the complex needs of our clients. Our platform allows us to concentrate on the four core areas of wealth management: portfolio management and planning, risk management and insurance solutions, cash management and lending, and estate and charitable planning. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals

Our team is focused on providing comprehensive wealth management to business owners & entrepreneurs. We leverage our resources across multiple disciplines to address the complex needs of our clients. Our platform allows us to concentrate on the four core areas of wealth management: portfolio management and planning, risk management and insurance solutions, cash management and lending, and estate and charitable planning. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.Investments & Wealth Institute™ (The Institute) is the owner of the certification marks "CIMA," and "Certified Investment Management Analyst." Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully The Institute's initial and ongoing credentialing requirements for investment management professionals

Our mission is to ensure that your wealth serves your life. We provide retirement, investment, and insurance services in addition to more complex asset protection and tax strategies. To us, wealth management goes beyond just advising wealthy clients about their investment portfolios. We define wealth management as WM = IC + AP + RM where (Wealth Management = Investment Consulting + Advanced Planning + Relationship Management). Our discovery process uncovers what is important to our clients. Our job is to ask the right questions - and once we know the right questions to ask, the solutions are often easy to find. From Asset Protection to Estate Planning to Business Succession our team seeks to find the most appropriate strategies to preserve our clients' assets and lifestyles. Mekosh Financial Services is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

For about a year, I explored the planet. My travels over the course of that year took me across Africa, Australia, and Asia. I also spent a few months living off the grid in North America.

I was a Member of the New York Stock Exchange as a Specialist Trader. During an average day the notional value of my trading would often exceed $500 million and occasionally a billion dollars. I was was widely recognized as providing deep and liquid markets. In addition, I was very involved in new business development for Bear Wagner Specialists and was instrumental in bringing multiple IPOs to the NYSE trading floor.