Profile

Mr. Cortney Giles, CFP®, EA, CRPC

Archstone Wealth Advisors

Contact Details

Archstone Wealth Advisors
Chandler, AZ 85224
Primary: (480) 605-1999
Ribbons
Silver Member
Silver Contributor

Social Links


Bio

Hello - 

A bit about me: I grew up in Northern Virginia, aka NOVA, to most. After high school and attending some college and serving a mission in Montana for my church, I moved to Arizona where I eventually met my wife Molly, just before she moved back to California for work. After six months of long distance dating she moved back to Arizona and six months after that we were married. We have four wonderful and outrageously energetic children, ages 1 to 15.

I have a BS in Marketing Management from Western Governors University and an MBA from Grand Canyon University in Phoenix, Arizona. I received my training in personal financial planning through the Boston Institute of Finance and Bryant University’s CFP® program and have earned the designation. I've also earned the designation of Enrolled Agent from the Internal Revenue Service.

I'm now very much looking forward to learning the ACP System™. 
 
I believe everyone wants to live a life of significance and that everyone should have a financial planner to help guide them in their financial decisions and to achieve better outcomes.

I'm excited about ACP and the community it offers. I'm very happy that I've found the place I will call home for the rest of my career as I build a sustainable and profitable tax-focused financial advisory business.

Professional Credentials/Designations

  • CFP®
  • CRPC
  • EA

Serving Clients Living In

  • AZ

Engagements Offered

  • Limited/Project Retainers
  • One-Time Reviews
  • Open Retainers
  • Standalone Investment Management
  • Standalone Tax Prep
  • Wealth Management

Client Markets Served

  • Baby Boomers
  • Business Owners
  • Generation X
  • Middle Income Client Needs
  • Woman’s Financial Planning Issues

Education-College/University

  • Western Governors University

Education-Degree/Major

  • Marketing Management

Education2-College/University

  • Grand Canyon University

Education2-Degree/Major

  • Master of Business Administration

Personal Interests

  • Biking
  • Canoeing/Kayaking
  • Church activities
  • Family
  • Hiking/Backpacking
  • Hunting
  • Personal Growth
  • Reading
  • Skiing
  • Travel
  • Walking
  • Watching movies

Marital Status

  • Married/Domestic Partnership

Custodians Used

  • TD Ameritrade

Areas of Specialization

  • Cash Flow/Budgeting/Credit Issues
  • Employee and Executive Benefits
  • Insurance/Risk Management
  • Investment Advice
  • Portfolio Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Tax Preparation
  • Wealth Management

DFA Advisor

  • Yes

Accepting New Clients

  • Yes

Offers Remote Appointments

  • Yes

Professional Associations

  • NATP

Background

  • Current Fee-Based Planner (fees+commissions)