Lennard Van Der Feltz, Cfp®, Mba, Msm

Lennard Van Der Feltz, Cfp®, Mba, Msm Email and Phone Number

Certified Financial Planner CFP® @ Wilde Wealth Management Group
Tempe, AZ, US
Lennard Van Der Feltz, Cfp®, Mba, Msm's Location
Tempe, Arizona, United States, United States
Lennard Van Der Feltz, Cfp®, Mba, Msm's Contact Details

Lennard Van Der Feltz, Cfp®, Mba, Msm work email

Lennard Van Der Feltz, Cfp®, Mba, Msm personal email

n/a

Lennard Van Der Feltz, Cfp®, Mba, Msm phone numbers

About Lennard Van Der Feltz, Cfp®, Mba, Msm

It’s been my nature to never shy away from a challenge. This philosophy and my entrepreneurial drive led me to establish Pinnacle Financial Advisors in 2005 with my partner Susan Talbott.At Pinnacle Financial Advisors, trust and transparency are at the core of what we do. I take a holistic, client-first approach to financial planning, focusing on building close, long-term relationships with clients in order to build the foundation for a customized, research-based financial roadmap.Our team delivers comprehensive financial plans to individuals, families, and businesses using a range of industry-leading financial products and services. We customize our clients’ planning strategies based on their risk tolerance, life stage, goals, desire for involvement, asset level, tax sensitivity, and investment experience. I have dedicated two-thirds of my three-decade career to financial planning and leadership roles, specializing in investment and insurance optimization for tax efficiency, and the challenges of clients’ international portfolios. I have an avid interest in technology and enjoy combining my expertise in financial planning with technology to help clients achieve their goals. I am a CERTIFIED FINANCIAL PLANNER™ professional and hold FINRA series 7 and 66 securities licenses. Lennard van der Feltz is a Registered Representative offering Securities through United Planners Financial Services, Member: FINRA, SIPC. Advisory Services offered through Seros Financial, LLC. Pinnacle Financial Advisors, Seros Financial, and United Planners are independent companies.

Lennard Van Der Feltz, Cfp®, Mba, Msm's Current Company Details
Wilde Wealth Management Group

Wilde Wealth Management Group

View
Certified Financial Planner CFP®
Tempe, AZ, US
Website:
wildewealth.com
Employees:
51
Lennard Van Der Feltz, Cfp®, Mba, Msm Work Experience Details
  • Wilde Wealth Management Group
    Certified Financial Planner Cfp®
    Wilde Wealth Management Group
    Tempe, Az, Us
    View
  • Pinnacle Financial Advisors Of Arizona
    Founding Partner
    Pinnacle Financial Advisors Of Arizona Feb 2005 - Present
    Tempe, Az And Sedona, Az
    Since 2005, Pinnacle Financial Advisors has been helping individuals, families, and businesses understand their financial opportunities and plan for a strong future. We take a holistic approach to financial planning, customizing each client’s financial planning strategy based on their risk tolerance, life stage, goals, desire for involvement, asset level, tax sensitivity, and investment experience.
    View
  • Pinnacle Financial Advisors, An Office Of Metlife
    Financial Planner And Financial Services Representative
    Pinnacle Financial Advisors, An Office Of Metlife Dec 2007 - Feb 2015
    View
  • Thrivent Financial
    Senior Financial Consultant
    Thrivent Financial Feb 2003 - Dec 2007
    View

Lennard Van Der Feltz, Cfp®, Mba, Msm Skills

Financial Planning Financial Services Financial Advisory Investment Advisory Retirement Securities Strategic Planning Asset Allocation Strategy Risk Management

Lennard Van Der Feltz, Cfp®, Mba, Msm Education Details

Frequently Asked Questions about Lennard Van Der Feltz, Cfp®, Mba, Msm

What company does Lennard Van Der Feltz, Cfp®, Mba, Msm work for?

Lennard Van Der Feltz, Cfp®, Mba, Msm works for Wilde Wealth Management Group

What is Lennard Van Der Feltz, Cfp®, Mba, Msm's role at the current company?

Lennard Van Der Feltz, Cfp®, Mba, Msm's current role is Certified Financial Planner CFP®.

What is Lennard Van Der Feltz, Cfp®, Mba, Msm's email address?

Lennard Van Der Feltz, Cfp®, Mba, Msm's email address is lv****@****ife.com

What is Lennard Van Der Feltz, Cfp®, Mba, Msm's direct phone number?

Lennard Van Der Feltz, Cfp®, Mba, Msm's direct phone number is +148063*****

What schools did Lennard Van Der Feltz, Cfp®, Mba, Msm attend?

Lennard Van Der Feltz, Cfp®, Mba, Msm attended W. P. Carey School Of Business – Arizona State University, Thunderbird School Of Global Management, Washburn University, Nyenrode Business University.

What skills is Lennard Van Der Feltz, Cfp®, Mba, Msm known for?

Lennard Van Der Feltz, Cfp®, Mba, Msm has skills like Financial Planning, Financial Services, Financial Advisory, Investment Advisory, Retirement, Securities, Strategic Planning, Asset Allocation, Strategy, Risk Management.

Who are Lennard Van Der Feltz, Cfp®, Mba, Msm's colleagues?

Lennard Van Der Feltz, Cfp®, Mba, Msm's colleagues are Tracey Rumley, Sarah Mosbach, Kennedi Moulder, Colleen Hanna, Rob Huish, Jeffrey Anthony, Cfp®, Kayla Perugini.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.