Behind every investment is a person with aspirations and obstacles. Everything I do is focused on navigating those challenges with my clients to help them work toward their goals. As time goes on, new obstacles and opportunities come up. I am right there with my clients guiding them through what we do next.

About Drake

As a CERTIFIED FINANCIAL PLANNER®, Drake focuses on delivering and implementing comprehensive financial planning. He has more than eight years of experience serving individuals, employee benefit plans and small business owners.

Drake began his career at Charles Schwab directly supporting financial advisory offices. He quickly established himself as detail oriented and focused on problem resolution. He was recruited directly from Schwab by an advisory firm, Integrated Wealth Management. He took on an outsized role there in improving the client experience. Drake then went to CLA Wealth Advisors. His role shifted from client service to an advisor, and he became the sole point of contact for many clients in Phoenix and Tucson. Drake has a strong background in many aspects of the wealth management business and this experience serves as a powerful backdrop for his advice.

Today, Drake is a member of the Central Arizona Estate Planning Council (CAEPC) and a member in the Key Executive Program through the Entrepreneur’s Organization (EO). In December of 2021, Drake was elected by his peers to the board of the Financial Planning Association of Greater Phoenix (FPAGP). Further, Drake was appointed as Treasurer of FPAGP and has been specifically tasked with leading the organization’s drive to increase Financial Literacy in the state of Arizona ( a core passion of his).

Drake lives in Moon Valley with his wife, Justine, and his two young daughters, Paige and Violet. He most enjoys spending time with his family. Hobbies include gardening, strength training, karaoke, and the occasional hiking/canyoneering trip.

Licenses

  • Securities Licenses 7, 63 and 65
  • CERTIFIED FINANCIAL PLANNER® Certificate

Education

  • Bachelor of Science in Management, W.P. Carey School of Business at Arizona State University

Blog Posts by Drake A.

Should you lease or buy your next car?
THE Wealthier + Wiser Blog
September 2019
A better cash strategy
THE Wealthier + Wiser Blog
June 2019
What does your investment advisor do all day?
THE Wealthier + Wiser Blog
June 2019

Articles by Drake A.

Positioning yourself for early retirement
January 2022
Financial strategies for new stages of life
August 2021
Best tax deferred investments
March 2021
Saving for college
July 2020
Financial decisions you will regret in retirement
October 2019