Dimas
Lizardo
CRPC™
Here to act in your best interests
About me
I'm a planner with more than 30 years of financial services experience. My sole focus is helping my clients ensure that they can live their lives free of financial worry by making a plan and helping them stay on track. When I’m not helping my clients, you can find me Travel the world and running my next half or full marathon. I’m also an outdoor enthusiast and speak fluent Spanish.
Certifications
Chartered Retirement Planning Counselor™
Education
Studied, Real Estate and Finance - Baruch College
Visit one of our Locations
Phoenix - Virtual Advisors
4742 N. 24th Street
Suite 400
Phoenix, AZ 85016
Seattle II - Federal Way
2505 S. 320th Street
Suite 220
Federal Way, WA 98003
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
