Backbone Financial

At Backbone Financial, we serve our clients first, last, and always. Based in Scottsdale, Arizona, we partner with clients in Arizona, Utah, California, Virginia, and across the country. With over 18 years of industry experience, our team unites the expertise of a CERTIFIED FINANCIAL PLANNER (CFP®) professional with the intricate understanding of an MBA.
By keeping our clients’ best interests at the heart of our process, we deliver advice and strategies in a genuine, approachable environment. From business owners in the heart of their careers to investors preparing for retirement, we work with people in all stages of life. We thrive in partnering with clients whose definition of financial success incorporates the well-being of their family and loved ones.
As your advocate, we are committed to aligning the moving parts of your financial life, showing you how they fit together, and developing strategies that enhance the value of every dollar you own.