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Southwest Wealth Strategies

Southwest Wealth Strategies

Enjoy your wealth without the worry

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    • Scottsdale, AZ
    • Tucson, AZ
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John Arnold, CFP®

CEO, Managing Partner, CFP®

  • 480-397-7551
  • 480-397-7560
  • John@SouthwestWealthStrategies.com

John has been working as a financial advisor in Scottsdale, AZ since 1999.  For over two decades John has provided his clients high level fee-based investment advice helping clients navigate the ever-changing financial markets.  His clients find that his honest and straight forward approach is comforting and a breath of fresh air in an industry that is often times confusing and scary.  John has been interviewed for financially educational stories in publications such as the Arizona republic, Research magazine, Scottsdale Business Life and has given financial commentary on KFNN news talk radio and local channel 12 news.

John is the CEO and Managing Partner of Southwest Wealth Strategies LLC. Southwest Wealth Strategies strives to be an innovative financial services firm which provides advice on over 285 million in client assets through LPL Financial (as of 08/2020).  The firm’s focus is to provide investment advice using the CFP® boards recommended practices and protocols.

John is married to his wife Allyson and has 4 children. John enjoys golf, skiing, sports, fishing and spending time with friends and family.

Education, Licenses, and Credentials

CFP® – Certified Financial Planner Practitioner, awarded through the Certified Financial Planner Board of Standards, Inc

Northern Arizona University, 1999 Bachelor of Science in Business Administration, Finance

MBA from the University of Phoenix 2004

Board of Directors for AZ Military Assistance Mission

Board member Northern Arizona University College of Business Finance Advisory Council

FINRA Series 7, 6,66,63,24

Registrations; Life and Health Licenses

Conducts business in AZ, CA, MN, NM, NY, TX, WI , KY, VA, CT
CA Insurance License #0G17570

CFP® and CERTIFIED FINANCIALPLANNER(TM) are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

Check the background of this financial professional on FINRA’s BrokerCheck

 

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Southwest Wealth Strategies
6720 North Scottsdale Road
Suite 390
Scottsdale AZ 85253 USA
Get directions
480-397-7550
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Navigation

  • Home
  • About Us
    • Our Focus
    • Our Professionals
    • Our Philanthropy
    • In the Media
    • Photo Gallery
    • Consumer Protection
  • News & Research
    • LPL Commentaries
  • Contact Us
    • Scottsdale, AZ
    • Tucson, AZ
    • Las Vegas, NV
    • Bozeman, MT
    • San Diego, CA
  • Login/Register

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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.


Southwest Wealth Strategies is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.


PPG-135150 (Rev. 7/20) (Exp. 7/24)


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