Meet the professionals who can help you

Pursue your goals

We help individuals and families work toward achieving their ideal retirements.

 

Meet the Team

The team behind Esparza Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Vincent Esparza CFP®, CLU, NSSA

Managing Director

Vincent is the managing director with the Esparza Group LLC in Arizona and an Investment Adviser Representative with American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. Vincent’s main focus is creating Bulletproof Retirement Income Plans for his clients. With his 35-years-plus experience, he provides sound advice for each of his clients, addressing all aspects that can affect their retirement. As a non-proprietary, fee-based Certified Financial Planner™, Vincent is able to become a client’s advocate by counseling his clientele on an individual basis. By coordinating the skills of professionals such as attorneys and accountants, he can help you realize your personal and financial goals.

Vincent holds Series 7, 24, 51, 63 and 65 securities licenses. He has earned the Chartered Life Underwriter designation and holds several insurance licenses and brokerage agreements with multiple insurance and annuity companies. He also holds the National Social Security Advisors certificate to better assist with all matters involving Social Security.

Vincent is an Arizona native and resides in Scottsdale, Arizona, with his wife, Claudia. He also has six adult children and five grandchildren. Vince has always been actively involved in the community and is the past president of the Central Arizona Babe Ruth League and current chairman of the Esparza Group Charity Inc., a local nonprofit organization. If not attending a family function, birthday, anniversary or otherwise, Vince and his family enjoy charity events, RV traveling, golfing, and the Dbacks baseball games.

Check the background of this Investment Professional here.

Andrew Corcoran

Associate ParaPlanner

Andrew is the most recent member to join our team as a paraplanner associate. He brings with him 12 years of experience in the banking finance and IT industry. His responsibilities include case preparation, client follow-up, process and software development and assisting with financial plan implementation. Since joining the team, Andrew has assisted in several improvements that streamline case preparation.

Andrew is attending college to complete his bachelor’s degree and plans to graduate from Arizona State University. He resides in Chandler, Arizona, and enjoys spending time outdoors, baseball, photography and off-road racing.

Claudia Esparza

Marketing Director

Claudia has been a part of the Esparza Group since 2015 as the office and marketing manager. Her responsibilities include office operations and planning all client and charity events. She is the president of Esparza Group Charity, which is an Arizona nonprofit 501(c)(3) corporation.

Claudia graduated with a Bachelor of Science degree in marketing from Centenary University, in Hackettstown, New Jersey, in May 1990. She resides in Cave Creek, Arizona, with her husband of 26 years, Vince. She has three adult children, Tanner, Jake and Isabella. Claudia enjoys hiking, reading, family gatherings and going to Diamondbacks baseball games.