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SCOTTSDALE Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

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Meet Your Financial Team

Gonzalo de Leon Plata

Vice President of Wealth Management
Business Owners Planning
Risk Management
Wealth Management
Alternative Solutions for High Income Earners
Retirement Planning
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alejandro murquia

Alejandro Murguia

Wealth Advisor
Financial Planning
Client Services
Business Management
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Carolina Carranza

Wealth Associate
Investment Planning Strategies
Risk Management
Wealth Management
Insurance & Long Term Care
Retirement Planning
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Contact Us

16427 N. Scottsdale Rd. #360 Scottsdale, AZ 85254 | Office: (602) 333-1995

Get Started on Your Financial Life Plan Today