Cortney R. Giles MBA, CFP®, EA, CRPC®
I am an experienced financial professional with over 15 years of experience in the financial services industry. I have a Master of Business Administration (MBA) from Grand Canyon University, Phoenix, Arizona. I am a CERTIFIED FINANCIAL PLANNER™ and an Enrolled Agent, the highest credential the Internal Revenue Service (IRS) awards. I also hold a Chartered Retirement Planning Counselor℠ designation from the College for Financial Planning.
In 2019 I started Archstone Wealth Advisors to redefine the advisor-client relationship and offer real planning services focused on the whole of someone's financial picture, not just gathering their investable assets to charge a fee on.
In a world of ever-increasing complexity, we understand that a true wealth plan is much more than just investing your money and hoping for the best. You need an advisor who takes the time to get to know your entire financial picture and provides holistic advice that adapts as things change, giving you and your family a better chance of achieving financial peace of mind.
At Archstone Wealth Advisors, it's our mission to do just this. And we believe you'll find a balance between trust and expertise – and an advisor ready to guide you through every step of the journey.