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Financial Concepts of Scottsdale, LLC 7702 E. Doubletree Ranch Road, Suite 300, Scottsdale, AZ 85251 O: 480-423-7042

JOE MURPHY, CEO/President

Designated Broker

Joe Murphy, MSFS,CFP,EA,CRB, Designate Broker\Owner of Financial Concepts of Scottsdale LLC, is a Certified Financial Planner who has been in private practice for over 20 years. This experience has provided him with an in-depth knowledge of all aspects of financial planning which enables him to help his clients plan for their long-term financial success in all areas listed below:

Services Available

Real Estate (Purchase/Sales)

Mortgages (Purchase/Refinance)

Taxes ( Preparation/Planning)

Financial Services
Retirement Plans (IRA/401k/Planning)

Designations

MSFS - Masters of Science Financial Services
CFP – Certified Financial Planner
CFS - Certified Fund Specialist
CIS - Certified Income Specialist
RFC - Registered Financial Consultant
RFP - Registered Financial Planner
EA - Enrolled Agent with IRS
CTS - Certified Tax Specialist
ATP - Accredited Tax Preparer
ATA - Accredited Tax Advisor
Realtor/Licensed Real Estate Broker
CRB - Council of Real Estate Brokerage Managers
GRI - Graduate Realtor Institute
A-REO - Accredited Real Estate Owned Agent
Equator Platinum Certified REO Agent
CMPS -Certified Mortgage Planning Specialist
BCAA – Board Certified in Asset Allocation
NASD Licensed – Series 6, 22, 63
IAR - Investment Advisor Representative
BCAA - Board Certified in Asset Allocation
QFP - Qualified Financial Planner

Memberships

Institute of Certified Financial Planners
Financial Planning Association
Int’l Assoc. of Registered Financial Consultants
Registered Financial Planner Institute
ACAT
National Association of Realtors (NAR)
California Association of Realtors (CAR)
Marin Association of Realtors (MAR)
Arizona Association of Realtors (AAR)
Scottsdale Area Association of Realtors (SAAR)

Education

College for Financial Planning, Denver CO
Golden Gate University, San Francisco
Heald Business College, San Francisco
Institute of Business & Finance, La Jolla CA

(480) 423-7042 office
Email Joe Murphy