Drake A. Qualls
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 Qualls focuses on delivering and implementing comprehensive financial planning. He has more than seven years of experience serving individuals, employee benefit plans and small business owners.
Drake began his career at Charles Schwab working directly with financial advisory offices. He established himself as detail oriented and focused on problem resolution. He was recruited directly from his position at Schwab by a small Scottsdale firm, Integrated Wealth Management. There he began working with individual clients and took on an outsized role in improving the client experience. From there, Drake went to CLA Wealth Advisors. His role at CLA shifted from client service to advisory 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 his understanding of complex systems provides him with a solid basis for his advice.
Drake lives in North Phoenix with his wife, Justine, and his two young daughters, Paige and Violet. He most enjoys spending time with his family. His other interests include gardening, strength training, making hot sauce, 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
