Financial Advisors In Chandler, Arizona

Visit your Financial Advisor in Chandler, AZ

112 S Kyrene Rd
Chandler, AZ 85226

Your Fiduciary Asset Management and Planning Partners

As an independent financial advisory and fiduciary asset manager, Retirement Wealth Partners has the personal commitment along with the professional knowledge to provide you with sound financial guidance. We act in your best interest because we believe your journey is our journey.

CERTIFIED FINANCIAL PLANNER® professional in Chandler, AZ

As a CERTIFIED FINANCIAL PLANNER® professional, Jack Schannep is certified, trained, and tested to provide comprehensive financial planning services for many kinds of financial situations.

At Retirement Wealth Partners we believe that each client and each family is unique. As a CFP® professional, Jack takes a client-centric approach to address your specific situation and financial needs. We assess different risk management and tax savings tool while educating our clients on general financial fundaments and psychological habits.

Skilled Retirement and Wealth Specialists

Our team is well-versed in many types of retirement plans, including 401(k)s, 403(b)s, Solo 401(k)s, SIMPLE IRAs, Roth IRAs, SEP-IRAs, 529 plans, and more. Understanding the nuances of these different retirement plans, like their tax benefits and various advantages, enables us to choose the right mix of options to help create your financial future.

Jack H. Schannep, CFP®

Branch Manager / Financial Advisor

D. Kale Wilsford

Financial Advisor

Jack H. Schannep, CFP®

Branch Manager / Financial Advisor

Jack joined Retirement Wealth Partners LLC after serving in the Army as an Infantry Officer. He was an honors student at the United States Military Academy at West Point obtaining a Bachelor of Science in economics.

Following his father and grandfather into the financial services industry, Jack offers a commitment to quality and works relentlessly to help his clients pursue their goals. As a Tillman Scholar, Jack continues to serve his community and works with nonprofits to help build the financial literacy within the veteran community.

Jack and his wife, Brenda, enjoy taking their boys, JJ and Judah, to estate sales around town and trying new restaurants.

Kale Wilsford

Financial Advisor

Kale served as an Apache Helicopter Pilot and Army Aviation Officer for over seven years before joining Retirement Wealth Partners LLC. He earned a Bachelor of Science in Economics from the United States Military Academy at West Point.

Kale understands the hard work required to pursue financial goals and provides a holistic approach to financial planning that extends beyond investment guidance. Active in his community, he is particularly passionate about empowering aviators and veterans by improving their understanding of personal finance and financial planning.

Outside of the office, Kale enjoys spending time with Carli, his wife of more than five years, and their son, Waylon. They can often be found at the zoo or going for walks with their two dogs: Bentley, a German Shepherd, and Chanel, a Pomeranian.