David Schell
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Office: 480-595-9054

2201 E Camelback Rd
Ste 400
Phoenix, AZ 85016-3476

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Areas of Expertise

Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.

  • Personal Needs Analysis
    Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.