Oxford Wealth Advisors, LLC
Santa Fe, New Mexico
Oxford Wealth Advisors, LLC is based in Santa Fe, New Mexico and provides investment advisory services to clients. The firm conducts business in English
View detailsAlbuquerque, New Mexico
United Capital Financial Advisors in Albuquerque, New Mexico offers financial planning and investment management services. Garth Scrivner holds the CPA/PFS and CFP credentials. The firm specializes in retirement planning and investment management.
Certified Financial Planner
Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards
Certified Public Accountant
Accounting and tax expertise, valuable for tax-focused financial planning