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Team
- Wealth Management Team
- Business Consulting Team
Resources
- Entrepreneur’s Investment Paradox
News
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2302 N 3rd St
Phoenix, AZ 85004

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(480) 661-1236
info@prismfc.com

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5020 E. Shea Blvd, Ste 240 - Scottsdale, AZ 85254
info@prismfc.com
(480) 661-1236

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Investment advisory services are offered through Trek Financial, LLC., an SEC Registered Investment Adviser. Information presented is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Trek 23-519 Exp. 02/2026
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