Jacob Cavaleri graduates from Arizona State University with a degree in financial planning and remains at Perspective as Associate Financial Planner full-time.
Jacob Cavaleri joins Perspective Financial Services as financial planning intern. Cavaleri is a senior at Arizona State University majoring in financial planning. He earned an Associate’s Degree from Glendale Community College while playing baseball before enrolling at ASU.
AdvisoryHQ names Perspective Financial Services a top advisor for a fifth year. Our firm is once again identified as one of the top-rated advisors and financial planners in Phoenix and Scottsdale. The independent researchers and reviewers highlight our flexibility and comprehensive approach, as well as our online tools and fiduciary commitment, as being especially significant for clients in this time of economic uncertainty. Click here to read more.
Lupe Camargoas is elected chair of the Girl Scouts – Arizona Cactus-Pine Council board of directors. She has supported and advised the local Girl Scouts council in many capacities for more than a dozen years, including as a parent, troop leader and long-time board member. Read more here.
Jim Mailliard is elected board treasurer and finance committee chair for Westminster Village, Inc., Scottsdale’s only not-for-profit continuing-care retirement community. He has served as a member of the finance committee since 2018.
SEEDs for Autism provides a path “from learning to earning” for young adults with autism. Perspective Financial Services is the proud sponsor its inaugural Discovery Day event. Click here to read about it.
Lupe Camargo was interviewed on the Phoenix Business RadioX show “Mind, Money, Motion” hosted by Marie Burns and sponsored by Women’s Enterprise Foundation. Click here for details and audio highlights.
Mike McCann received Honorable Mention in the 13th Annual Invest in Others (IiO) Awards for his work with Friends and Supporters of Troop 30 (FAST 30), a local Scouting BSA organization. As a result, FAST 30 will receive a $1,000 donation in McCann’s honor. Click here to read more.
Perspective Financial Services is named a top rated financial advisory firm by AdvisoryHQ for a fourth time. Click here to read more.
Perspective Financial Services is once again identified as a top financial planner in Phoenix and Scottsdale by AdvisoryHQ.
Mike Larriva celebrates 10 years with Perspective Financial Services. He began his financial planning career in the early 1990s. Mike earned his Certified Financial Planner™ designation in 1998 and has been a NAPFA member since 2006. Since joining Perspective in 2007, Mike has focused on developing a financial consulting practice aimed at helping individuals, physicians and small business owners with their financial planning and investment needs.
Perspective Financial Services is named in AdvisoryHQ’s ranking of the Top 11 Financial Advisors in Phoenix and Scottsdale for the second consecutive year. Reviews and ranking articles on AdvisoryHQ.com are 100 percent independently researched and written. Click here to read the list and reviews.
Jim Mailliard accepted an invitation to join the Finance Committee at Westminster Village, a not-for-profit retirement community in Scottsdale.
Patrick Eng and Jim Mailliard celebrate 10 years of Perspective. Prior to joining Perspective, Patrick held positions with ABL Wealth Management, Citigroup/Smith Barney and The Bank of New York. He earned a bachelor’s degree in economics from Colgate University in New York and a master of international management degree in finance from Thunderbird School of Global Management in Glendale, Arizona. Outside of work, Patrick serves as a board member of St. Mary’s Food Bank Foundation. Jim served in a variety of financial planning, investment advisory and management roles before joining Perspective, at J.P. Morgan Private Client Services, Miller/Russell and Associates, Ernst & Young, and KPMG. He earned a master’s of business administration degree in finance and investments from Indiana University. Jim is active with church and community organizations, including the Catholic Community Foundation and St. Jude Children’s Research Hospital.
A handful of local Registered Investment Advisory (RIA) firms are invited to participate in a new Charles Schwab education program this summer. We’re proud to say Perspective Financial Services is among those selected to host interns. Click here to read more.
Perspective Financial is ranked one of the top 10 Registered Investment Advisory firms in Phoenix by AdvisoryHQ, an independent financial review and ranking organization. Key factors that enabled us to be ranked a top-rated firm, according to AdvisoryHQ, include our fact-based investment strategy, our online client tools, and the variety of financial solutions and investment management services we offer. Click here to read the article.
Lupe Camargo celebrates 10 years of Perspective. She joined the company in 2005 as Director of Client Operations with 15 years of business analysis and marketing experience. During the past decade, she has helped many clients work toward and reach their financial dreams and goals. Lupe has also conducted numerous free financial planning workshops throughout the Valley and volunteered to serve on various boards, including Hispanic Business Alumni of ASU, The National Society of Hispanic MBAs, Girl Scouts Arizona Cactus-Pine Council, Friends of the Tempe Public Library and Holy Spirit Church in Tempe.
Shannon Curkendoll joins Perspective Financial Services as Operations Manager/Portfolio Administrator. She has worked in the financial services industry since 1996 in various roles and has a bachelor's degree in business management.
US News & World Report included Mike McCann in an article in about planning for and managing the costs of teen drivers in the family. Click here to read the article.
Patrick Eng is appointed to serve as a board member of St. Mary’s Food Bank Foundation, a group that helps oversee the endowment investments for St. Mary’s Food Bank.
Mike McCann is appointed to the Board of Trustees for Paradise Valley United Methodist Church.
Perspective Financial Services marks its 10-year anniversary.
Joe Clancy has earned the Chartered Financial Analyst® (CFA) designation. The CFA Program is a graduate-level self-study program that combines a broad curriculum with professional conduct requirements; it is organized into three levels, each culminating in a six-hour exam. Completing the program requires a great deal of time, effort and self-discipline, and takes most candidates between three and five years.
Andrew Mark is leaving Perspective Financial at the end of this month to focus exclusively on his tax and accounting business. He joined Perspective as part of a longer-term plan to transition out of the financial planning and investment management business. Clients and advisors will continue to work with Andrew. We have enjoyed his contributions to our firm and are looking forward to a continued relationship.
Andrew Mark joins Perspective Financial Services. He has been a Certified Public Accountant since 1993 and passed the securities exams in 2002. He provides financial planning and money management for his tax clients who request those services.
Mike McCann is appointed to the board of directors for Arizona Connections Academy (ACA), a tuition-free, public, online school. He also was elected to serve as board vice president and treasurer. Read more about McCann’s school board appointment.
Mike McCann is featured in the December 11 issue of The Phoenix Business Journal with his insights on investing and the current economic environment.
Patrick Eng serves as secretary for the Arizona chapter of the Colgate University Alumni Club.
Lupe Camargo is appointed to the Girl Scouts Arizona Cactus-Pine Council, Inc. board of directors. She will serve a two-year term.
Mike Larriva volunteers his time to the Your Money Bus Tour, a program coordinated by National Association of Personal Financial Advisors (NAPFA). The bus travels to cities across the country, conducting free advice events and helping Americans get their financial lives in order. Mike offers advice to individuals visiting the bus at the Burton Barr Central Library in Phoenix.
Perspective Financial is listed by the Phoenix Business Journal among the top 25 independent investment advisory firms for the second year in a row.
The cities of Tempe and Chandler again enlist the expertise of Lupe Camargo to teach financial planning workshops designed especially for women. The workshops are being offered as part of the cities’ community classes and education programs this month. Additional workshops are also scheduled for early 2009.
Lupe Camargo is appointed to the board of “Friends of the Tempe Public Library,” a nonprofit organization that works with the library to develop and improve its services and facilities.
Patrick Eng is quoted in an article on IndexUniverse.com titled The Long Road: No Mirage in Phoenix. The article highlights Perspective’s disciplined approach to investing. Click here to read the article on the IndexUniverse.com website.
Perspective Financial Services, LLC, is listed in Financial Advisor magazine’s “Top RIA Survey” ranking for the second year in a row. It is one of only six Arizona firms to make the list, and the only Arizona firm in its category of $75 million to $100 million assets under management. Click here to read more.
Joe Clancy has earned the Chartered Mutual Fund Counselor (CMFC) professional designation, the only industry-recognized mutual fund designation. The program is the result of collaboration between the College for Financial Planning and the Investment Company Institute (ICI), the primary trade association for the mutual fund industry. It provides a thorough knowledge of mutual funds and their various uses as investment vehicles.
Perspective Financial Services is hosting a series of free educational workshops this spring at its Phoenix offices. The workshops will address a variety of timely investing and financial planning topics.
Perspective Financial Services marks its five-year anniversary. The independent, fee-only Registered Investment Advisory firm provides clients with broad-based financial planning and investment management services. It was founded by Mike McCann, who has worked in the financial services industry since 1991.
Mike Larriva, CFP®, joins Perspective Financial with more than 13 years experience as a investment advisor. Prior to joining the firm, he worked with Ives Asset Management, Finance 500 Advisory Services and Wealth Accumulation Limited in Phoenix. Throughout his career, his key objectives have been to help educate clients on core financial planning concepts and to provide objective planning and investment advice. Click here to learn more about Mike Larriva.
Mike McCann, CFP®, president and founder, is awarded the Accredited Investment Fiduciary® (AIF) professional designation by the Center for Fiduciary Studies. Read more.
Perspective Financial Services, LLC, ranks as the 5th fastest-growing Registered Investment Advisory firm in the nation in 2006 for those with less than $100 million in assets under management, according to Financial Advisor magazine’s second annual “Top RIA Survey.” It also is the highest-ranked Arizona firm in any asset category. Read more.
The cities of Tempe, Chandler and Gilbert have enlisted Lupe Camargo to teach financial planning workshops designed especially for women. The two-hour workshops are being offered as part of the cities’ community education programs during the summer and fall 2007 class sessions.
Joe Clancy is promoted to Operations Manager and Portfolio Administrator. He first joined the firm as an intern in February 2005 and was promoted to Research Assistant in June 2005. His latest promotion coincides with his graduation from the W.P. Carey School of Business at Arizona State University with a bachelor’s degree in finance. Click here to learn more about Joe.
Patrick Eng was interviewed by the Phoenix Business Journal for an article about a new Internet blog on municipal bonds. Eng was quoted in the article, which appeared in the April 13 edition.
Perspective Financial completes a 1,000-square-foot office expansion in March, bringing its total space at the Missouri Commons to 2,500 square feet. The expansion was needed to accommodate the continued growth of the firm. The facility now includes a guest lobby, large conference room, six executive-size offices and an employee kitchen, as well as supplementary space for storage and future growth.
Arizona State University business student Julia Barile joins the Perspective Financial team as an intern.
Jim Mailliard has joined the Perspective team of advisors. He has worked in the industry for 15 years for companies such as J.P. Morgan Private Client Services, Miller/Russell and Associates, Ernst & Young, and KPMG. Jim focuses his practice on high net-worth clientele through design, implementation and monitoring of diversified investment portfolios.Click here to learn more about Jim.
Patrick Eng has joined Perspective Financial with nearly 20 years of financial services industry experience, including work with firms such ABL Wealth Management, Citigroup/Smith Barney, The Bank of New York and ING Groep NV. During the past six years, Patrick has focused on developing a financial consulting practice aimed at helping individuals and families with their financial planning and investment needs. Click here to learn more about Patrick.
Joe Clancy was selected to receive the Elroy and Virgilia Clark Endowment Scholarship at Arizona State University for the 2006-2007 academic year. He was granted the award for being “an excellent representative of the W.P. Carey School of Business and an example of academic excellence for other business students.”
Lupe Camargo was quoted as a source on small business financing in the Arizona Woman May 2006 cover story. The magazine is published by the Arizona Republic and is available throughout the Valley. She also was quoted in the May 21 edition of the Arizona Republic in an article on employment opportunities in the financial services industry.
Mike McCann was interviewed by KPNX-TV Channel 12 for a segment on terror-free investing. He also was a featured guest on the “John Dayl Program” on KFNX 1100 am, the “Business for Breakfast” show on KFNN 1510 am, and radio programs airing in San Diego and Portland.
Lupe Camargo has been promoted to Financial Consultant for the company. In her new role, Lupe will serve a wide variety of clients. She also will leverage her experience as a Latina business professional to provide specialized financial planning and investment advice to women and Latino clientele.
Conflict Securities Advisory Group, a Washington D.C.-based research firm, has teamed up with New York-based The Roosevelt Investment Group to provide the only mutual fund in the country certified “terror-free.” According to these firms, Perspective Financial Services has become the first investment advisory firm in the country to actively implement terror-free investing for its clients through this new fund.
After months of training and anticipation, the Perspective Financial team stood together at the starting line of the PF Chang’s Rock-n-Roll Marathon, along with more than 33,000 other walkers and runners. It was a beautiful day, and we all proudly completed the 13.1-mile half marathon. Most importantly, we raised $5,200 for Phoenix Children’s Hospital in honor of cancer survivor Kelsey G. Thanks to everyone who supported our efforts with their thoughts, encouragement and contributions.
Perspective Financial is raising money for the Phoenix Children’s Hospital in honor of Kelsey, a 12-year-old cancer survivor. As part of our efforts, raffle tickets were issued for a drawing of autographed Diamondbacks merchandise. The winners are Cathy Weir, baseball bat signed by Matt Williams; Jim Cooper, photograph signed by Louis Gonzales; and Laura Scotnicki, baseball signed by Craig Counsel. Congratulations to the winners, and thanks to everyone who has contributed to our efforts.
Perspective Financial Services works to raise money for the Phoenix Children’s Hospital by completing the P.F. Chang’s Rock ‘n’ Roll Marathon and 1/2 Marathon on January 15, 2006. Mike McCann, Lupe Camargo and Joe Clancy set a combined goal of raising $10,000 for the hospital in honor of 12-year-old cancer survivor Kelsey G.
Perspective Financial Services has moved to a new office suite at the Missouri Commons on 14th Street and Missouri Avenue. This elegant business corridor is nestled within the quiet, well-appointed community of north central Phoenix. The move not only provides room for growth as the company continues to expand, it also provides the style, convenience and comfortable atmosphere that matches the personalized service the firm provides it clientele.
Joe Clancy has received a promotion to Research Assistant for Perspective Financial Services. He first joined the company as an intern in February, 2005. In his new position, Joe’s role is to research client investment holdings, screen investments to be held for client portfolios, and to prepare and review financial statements to assist advisors in the financial planning process. He is currently working toward a bachelor’s degree in finance at Arizona State University.
Lupe Camargo joins Perspective Financial Services as Director of Client Services with 15 years of business analysis and marketing experience. She has held positions with US West, Honeywell and 3M. Lupe holds a bachelor’s degree in marketing from Arizona State University and a master’s in business administration (MBA) from the University of Texas at Austin.
The Maricopa County Medical Society announced that Perspective Financial Services has been added to its preferred vendors list as part of its exclusive membership benefits. Perspective Financial is proud to offer financial planning and investment management services to the physicians of MCMS. Mike McCann, CFP® also continues to be a regular contributor to Round-up magazine, the monthly publication of MCMS, writing on personal finance topics of importance to today’s health care professionals.
Mike McCann, CFP is elected as a member of the Banner Samaritans. The Banner Samaritans is an advisory board that functions to assist with the needs of Banner Health, a non-profit organization providing comprehensive health care services to patients in eight Western and Midwestern states.
Mike McCann, CFP is featured as major source in bizAZ article online about financial planning in difficult economic times titled “Weathering the Storm.”
First of a series of articles by Mike McCann, CFP is published in Round-up magazine, the monthly publication of the Maricopa County Medical Society. Round-up has been a leading source of socio-economic information for physicians for more than 47 years. McCann’s articles add to the editorial mix by providing readers with timely, intelligent information on a variety of financial planning and wealth management issues.
After more than a dozen years working for major brokerage firms, Mike McCann, CFP opens his independent practice at the Esplanade in Phoenix to offer financial planning and investment management services.