David Ingle

I’m Paulo Lopes, an environmental attorney turned CERTIFIED FINANCIAL PLANNER® professional and the founder of Woodmont Financial Partners. Most people I work with are DIY investors, high earners, and business owners who want a clear plan and an objective second set of eyes, without commissions or an asset-based fee. You should not have to hand over your investments to get good advice. My work is tax-aware and practical. We focus on the decisions that move the needle, including multi-year tax planning, withholding and estimated tax planning, Roth conversion strategy, retirement and Social Security planning, and estate planning coordination (beneficiaries, trusts, and POAs, plus the questions to take to your attorney). On the investment side, I help clients build a long-term allocation, improve tax efficiency, and set a rebalancing approach they can actually follow. I also help clients think through small business and real estate decisions where taxes and cash flow matter. We start with a short intro call. If we decide to work together, I will outline the scope, deliverables, and the next step in plain English. Meetings are virtual, with in-person options when it makes sense. I’m based in Arizona and work with clients nationwide.

Hi, I'm Anthony – a CFP® and father of three who specializes in helping successful professionals turn scattered financial decisions into a coordinated wealth-building strategy. You're doing well, but between stock options, tax planning, debt payoff, and investment choices, there are too many moving pieces to navigate without the right financial partner. I started Dynamic Financial Planning because I watched too many successful professionals struggle with this. Traditional AUM models ignore you during your most critical wealth-building years, leaving you to figure it out alone when the stakes are highest. The Dynamic Approach is different: ✔ Human-first planning that meets you where you are – progress over perfection, always. Your financial house gets built with architecture designed for your real life, not some textbook scenario. ✔ Purpose-driven strategy that starts with your "why." When we're clear on what you're building toward, every decision becomes easier. We invest early and often because your dreams can't wait for perfect timing. ✔ Complete wealth architecture whether you're breaking free from debt to build serious assets or protecting substantial wealth for your family's future. ✔ True partnership that delivers what you really want: optimized returns, protected wealth, and the confidence to actually enjoy your success instead of constantly worrying about it. The result? You sleep better knowing your financial foundation is solid, and your family's future is secure. I'm easy going and enjoy working with people virtually or in-person at times that are convenient for them. At the end of the day, my goal is to earn your trust and build you the financial house that you deserve. Schedule: https://www.dynamic-fp.com/schedule Message: anthony@dynamic-fp.com Virtual planning nationwide: New York San Francisco Los Angeles Santa Monica San Diego Las Vegas Austin Houston Dallas Miami Chicago Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming In-person planning: Scottsdale Phoenix Gilbert Chandler Mesa Cave Creek Peoria Glendale