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.
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.