Dorian Enhelder Cfp® Email & Phone Number

I am a CERTIFIED FINANCIAL PLANNER™ professional at Wells Fargo Advisors. Since 2001, my team and I have worked with select groups of families, businesses, and institutions to help them build, manage, preserve, and transition their wealth. Through highly comprehensive investment planning and cost effective portfolio development, I advise clients on tax efficient investing, asset preservation, liability management, and a specific emphasis on helping ensure a lifetime retirement income stream. I help my clients meet their financial goals by providing the following services:Investment PlanningRetirement Income PlanningWealth Preservation PlanningTax Mitigation StrategiesEstate Investment PlanningMulti-generational Wealth PlanningCharitable Giving Away from the office, I spend my free time with my beautiful wife (Marla), our son (Karsten), our daughter (Kinley) and our two Great Danes (Toby and Ty). I enjoy participating in outdoor activities, traveling, golfing, attending sporting events, and giving back to the community. I am currently accepting new clients. For a complimentary portfolio review, please contact me at 480-830-5250 or dorian.enhelder@wfadvisors.com. I cannot respond to messages through LinkedIn InMail.This information is intended for use by residents of AK, AZ, CA, CO, DE, FL, IA, IL, IN, KS, MI, MN, MO, MT, NC, NM, OH, OK, OR, PA, SC, SD, TN, TX, UT, WA, and WI only.CA Insurance License # 0F62686 Resident Mesa, Arizona/*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Retirement Planning, Strategic Planning, Customer Service, Wealth Preservation Planning, and 14 others.