Win Win Investment Planning
Categories
Financial Services
Hours:
8:00 to 5:00
Driving Directions:
Located between Alma School and Arizona Avenue on Chandler Blvd.
About Us
Our team of professionals can design a plan incorporating all of your financial needs to help optimize your financial independence. We can work with your legal and tax advisors to create a team that works best for you. We specialize in creating a comprehensive plan that produces results for our clients, as well as confidence in a strong financial future.
Rep/Contact Info
Keith Dorson
Keith's primary goal is to treat each client with the care and attention he would want to receive. He enjoys helping to build financial pathways to his clients' dreams and goals.
He has worked the past 24 years as an independent financial advisor locating his office close to family and making it convenient for his clients in the Phoenix area. He worked for Edward D. Jones & Co before developing Win Win Investment Planning, LLC, and he is now a Registered Principal with LPL Financial, Inc.
Keith has been recognized as an excellent senior instructor at the University of Phoenix where he taught Advanced Budgeting, Project Management, Computers and Information Systems, and Certified Financial Planners™ (CFP®) for decades. He is also a public speaker with years of experience making the complicated easy to understand. In his fun time, he enjoys flying FPV drones, virtual reality, and all things aviation related.
Keith Dorson
Managing Member
- Phone: (480) 890-0100
- Cell Phone: (480) 890-0100
- Send an Email
- 575 W Chandler Blvd Suite 220 Chandler AZ 85225