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Sunstone Financial
Sunstone Financial is a comprehensive financial advising firm that uses a goal-based investing approach. The firm aims to understand clients' objectives and...
Overview
Sunstone Financial is a comprehensive financial advising firm that uses a goal-based investing approach. The firm aims to understand clients' objectives and link them to individual, customized investment strategies, going beyond traditional money management toward financial wellness. Their process centers on discovering goals such as retirement, college planning, and starting a business, then assessing, evaluating options, implementing, and managing change.
General information
Firm type
RIA
Year founded
2004
Location
City
Phoenix
Principals
Mark Godfrey
Financial Advisor
Mastaneh Godfrey
Operations Specialist
Darius Godfrey
Financial Advisor
Frequently asked questions
What is Sunstone Financial's investment focus?
Sunstone Financial's investment focus is not publicly disclosed. No sector or asset-class preferences have been reported.
Who founded Sunstone Financial?
The founder of Sunstone Financial is not publicly known. No names of principals or founding individuals appear in public records.
Where is Sunstone Financial headquartered?
Sunstone Financial's headquarters location is not confirmed in public sources.
Has Sunstone Financial made any known investments?
No specific investments, portfolio companies, or deal activity have been publicly attributed to Sunstone Financial.
Is Sunstone Financial related to other financial firms?
No publicly documented relationships, affiliates, or parent companies are known for Sunstone Financial.
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