CG
Calvin Goetz
from Strategy Financial Group
Calvin Goetz is a financial advisor based in Arizona, Phoenix,
with 15 years of experience. Calvin currently works for
Strategy Financial Group.
Calvin maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
Therefore we cannot match you to their services. Please
complete our convenient online form to find a tailored advisor perfectly suited to your needs.
Calvin Goetz works at Strategy Financial Group
Strategy Financial Group is a financial advisory firm based in Phoenix, Arizona. It currently has approximately $135,789,796 of assets under management and employs about 16 people. Strategy Financial Group uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
1 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
7010 E Chauncey Lane, #130, Phoenix, Arizona, 85054
Advisor can help with
Disclaimer
Unbiased has produced the advisor details above from publicly available data and cannot guarantee the accuracy of this information. The content has been produced independently, and the named advisor has not reviewed the information. Unbiased has also not been compensated for producing this information. If you wish to remove this information, please contact [email protected].
Find your perfect
advisor
Complete our easy online form
Get matched with a financial advisor
Schedule your free first meeting