Advisor at Financial Life Planners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Life Planners
Location
Tempe, AZ 85282
Credentials
Series 63, Series 65
Industry experience
18 years
Gina Wight is a financial advisor at Financial Life Planners with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and various insurance carriers before joining her current firm in 2020. Wight is also an active insurance producer based in Scottsdale, AZ. Financial Life Planners serves individuals, families, trusts, estates, corporations, and qualified retirement plans, providing investment management and financial planning through a tactical, actively monitored approach that emphasizes tax efficiency and asset location. The firm uses a combination of fundamental and technical analysis and employs third-party platforms for comprehensive portfolio management.
Based on Financial Life Planners
Based on Financial Life Planners
One-time fee ranging between $1,000 and $2,500 for stand-alone financial planning services
$0 - $99,999.99: 1.5% $100,000 - $249,999.99: 1.3% $250,000 - $499,999.99: 1.2% $500,000 - $1,999,999.99: 1.0% $2,000,000+: 0.75%
$250 per hour for stand-alone financial planning services
Account minimum: $500,000
2151 E Broadway, Suite 203
Tempe, AZ 85282
Arizona · California · Texas
Financial Life Planners LLC
2020 - Present (6 years)
Morgan Stanley Private Bank, N.A
2017 - 2020 (3 years)
Morgan Stanley Private Bank, National Association
2017 - 2020 (3 years)
Morgan Stanley
2016 - 2020 (4 years)
Various Insurance Carriers For W&R Insurance Agencies
2012 - 2016 (4 years)
Waddell & Reed, Inc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65, Series 66
Mesa, AZ
Larson Wealth Management, LLC
CFP®, Series 63, Series 66
Scottsdale, AZ
Echelon Private Wealth LLC
CFP®, Series 65
Gilbert, AZ
Kingdom Wealth Advisers
Series 65
Phoenix, AZ
Betts LLC
Series 66
Chandler, AZ
Vibrant Wealth
CFP®, Series 63
Scottsdale, AZ
Musser Financial Planning, LLC
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