Get Started

Get Started on Your Financial Life Plan Today

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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.
  • Wealth & Asset Management
  • Life Insurance
  • 401(k) & Retirement Planning
  • Saving for College
  • Social Security

Meet Your Financial Team

gonazlo de leon plata

GONZALO DE LEON PLATA

VP OF WEALTH MANAGEMENT
  • Business Owners Planning
  • Risk Management
  • Wealth Management
  • Investment Strategies for High-Income Earners
  • Habla Español
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alejandro murquia

ALEJANDRO MURGUIA

WEALTH ADVISOR
  • Financial Planning
  • Client Services
  • Business Management
  • Habla Español
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CAROLINA CARRANZA

WEALTH ASSOCIATE
  • Client & Account Management
  • Insurance & Risk Management
  • Habla Español

Contact Us

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

OUR OFFICE
Alejandro Murguia and Carolina Carranza are solely investment advisor representatives of [Trilogy Financial], and not affiliated with LPL Financial. The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy Financial or LPL Financial.
Call Us To Get Started. (844) 356-4934