Meet The Team
The Instructors
Charles Pettit, ChFC®, ChFEBC℠, CLU®
Co-Founder and CCO
Sophal Pettit
Co-Founder and COO
Charlize Pettit
Administrator & Creative Design Coordinator
Craig Tompkins
Investment Advisor Representative
Felicia Gopaul, CFP®
Investment Advisor Representative
Jacqueline French
Investment Advisor Representative
James Anderson
Investment Advisor Representative
Kai Jacobs
Investment Advisor Representative
Kim Trinh
Investment Advisor Representative
Mandi Hering
Investment Advisor Representative
Mike Poole, RFC®, ChFEBC℠
Investment Advisor Representative
Support Team
Dominica Valdivieso
Client Care Specialist
Leana Witmer
Marketing Manager
Stay In Touch
Address
14300 North Northsight Blvd., Suite 120, Scottsdale, AZ 85260
Phone
480-600-9626
E-mail
clientcareteam@cspfgusa.com
Thank you!
