Meet The Team
The Instructors
Charles Pettit, ChFC®, ChFEBC℠, CLU®
Co-Founder and CCO
Sophal Pettit
Co-Founder and COO
Charlize Eghrari
Administrator & Creative Design Coordinator
Larry Stone
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
Perla De Los Angeles
Client Care Specialist
Kathryn Smith
Estate Planning Coordinator
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!
