Advisor at Retirement Planners of America
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Firm
Retirement Planners of America
Location
Chandler, AZ 85286
Credentials
Series 66
Industry experience
8 years
John Broderick is a financial advisor at Retirement Planners of America in Scottsdale, AZ, with eight years of industry experience. He holds a Series 66 designation and previously worked at MMWKM Advisors, LLC, Traffic, LLC, and Edward Jones. Broderick is also an independent insurance agent. Retirement Planners of America manages approximately $4 billion for individuals, plan participants, and institutions, offering discretionary portfolio management, financial planning, and a program for clients with smaller asset bases. The firm employs an “invest and protect” strategy that tactically adjusts allocations using BNY Mellon-sponsored ETFs, government money market funds, and cash.
Based on Retirement Planners of America
Variable annuity accounts and held away accounts accessed through Pontera are subject to a flat negotiable fee not to exceed 1.25%.
$0 - $250,000: 1.85% annually $250,000+: 1.30% annually
Commission-based compensation earned by licensed insurance agents for selling insurance products, separate from advisory fees.
Account minimum: $1,000
1120 South Dobson Road, Suite 205
Chandler, AZ 85286
Arizona
MMWKM Advisors, LLC
2018 - Present (8 years)
Traffic, LLC
2016 - 2018 (2 years)
Edward Jones
2015 - 2016 (1 year)
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.
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Woodmont Financial Partners LLC
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.
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