Maxima Wealth Management

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United States
Tempe, AZ
Maxima Wealth Management

We are an independent financial planner & investment advisor representative licensed in AZ & CA. Member FINRA/SIPC.

I am a Certified Financial Planner® practitioner with over 20 years experience in financial services helping my clients achieve their goals. At Maxima Wealth Management, we help you bridge the gap between where your finances are now and where you would like them to be in the future by providing financial planning and investment management services customized to your needs. Managing your finances can be tricky since there is a plethora of information that may not apply to your situation. Having me as your partner will help simplify and organize your financial path. I love our clients and work well with women, non-traditional families, lifestyle investors, and business owners.

◄ My mission is to build lasting partnerships with my clients and be their trusted advisor for all aspects of their financial lives. ►

I can help you:

►Our Women Clients: “…maintain financial strength and independence, no matter what life throws at you.”

►Our Clients Who Are Part of Non-Traditional Families: "…manage the host of variables that make financial decisions especially challenging…”

►Our Clients Who Are Lifestyle Investors: "…determine and prioritize what’s most important in your life and then develop separate strategies to meet your lifestyle goals.”

►Our Clients Who Are Business Owners: "…assist and support you through the financial planning process…”

◄ website: www.maximawealth.com ►

◄ email [email protected] or call (480)947-9969. ►

Registered Representative offering securities and advisory services through Crown Capital Securities, LP, a registered broker-dealer and investment advisor. Licensed to sell securities and life insurance in the following states: AZ & CA.

11/02/2026

Understanding credits and deductions is one of the critical building blocks to making the tax code work for you.

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

10/30/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

10/28/2026

Financial stress is common, affecting sleep, relationships, and overall well-being, but mindfulness and meditation offer a path to approaching money decisions with greater calm, clarity, and control.

An article about meditation, mindfulness, and financial well-being.

10/26/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

10/23/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

10/21/2026

Data breaches are becoming increasingly common in today's digital world. Make sure you're prepared with this helpful checklist of steps to take if you've experienced a breach. Stay informed, change passwords, monitor credit accounts, and more.

This article provides a checklist of steps to take if you experience a data breach.

10/19/2026

Prescription coverage is handled under Medicare Part D. Unsure if you need this coverage? Read on to learn more:

Do you need to enroll in Medicare Part D? Read this article to learn more about whether you need this coverage

10/16/2026

There’s 5 phases to changing unhealthy behaviors. Here’s how to do it.

Five phases to changing unhealthy behaviors.

10/14/2026

The roof protects your home against nature’s risks. Is your personal wealth protected against life's risks?

Building wealth requires protection from the forces of wealth destruction.

10/12/2026

Retirement choices can be intimidating. This piece helps you pick the right strategy for your business and employees.

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.

Address

4500 S Lakeshore Drive Ste 300
Tempe, AZ
85282

Website

http://www.maximawealth.com/

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