Truth Before Facts

Phone: 602.522.2234
Email: tim@minertfinancial.com

Advisors

Scott R. Koesterer, CFP®

Investment Advisor Representative

(602) 274-6432

Scott is a fee-based financial planner focused on asset management, retirement planning, and business owner planning. His planning process covers these steps:

 

  • Advice, Consulting and Planning
  • Portfolio Modeling Analysis and Design;
  • Development and Investment Policy Statement;
  • Implementation, and
  • Ongoing Monitoring, Due Diligence and Reporting.

Scott’s planning process integrates asset allocation, active management, and tax management in a way that helps avoid uncompensated risks, capture manager skill, and reduce the impact of taxes with the goal of enhancing the client’s net total return over time.

Photo of team member

Christinia Sardam, RP®

(602) 522-2234 ext 1

Christinia joined Tim’s team in 2011.  She is a Certified Financial Paraplanner Qualified Professional™ from the College of Financial Planning and once held a FINRA Series 6 & 63 license. She has been in the financial industry for over 20 years. Christinia started her career in the financial industry in 1997 which has gained her extensive experience in client service. Assisting clients and the ability to act as a liaison on their behalf with attorneys, accountants, fund companies and portfolio analysis is one of her many strengths. 

WARRANTIES & DISCLAIMERS

There are no warranties implied.

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