Blog
Our team is dedicated to educating and serving clients, giving back in the community, and continuing their professional education. Read about their activities and other company news here.
Lupe Camargo Receives National Appointment and Award
Our team is dedicated to continuing their professional education and serving their community. That’s life with Perspective. Most often, their efforts take place quietly and behind the scenes, despite the enormous amount of time...
Read MoreMarc Brock Joins Perspective Financial Services
We’re pleased to announce a new member of the Perspective team. Marc Brock has more than two decades of experience in the investment industry, and he brings a wealth of knowledge and enthusiasm to our firm...
Read MorePerspective Financial Services Enters Strategic Partnership with Thrivent Advisor Network
These are exciting times at Perspective as we engage in a strategic partnership with Thrivent Advisor Network, an independent platform for purpose-driven advisors with shared values....
Read MoreLupe Camargo Honored for Community Service
Lupe Camargo honored for community service and contributions to Girl Scouts Arizona Cactus Pine Council.Our team is dedicated to continuing their professional education and serving their community. That’s life with Perspective....
Read MoreAdvisoryHQ Named Perspective Financial Services a Top Advisor
We’re honored to announce that AdvisoryHQ named Perspective Financial Services a top advisor for a sixth year in 2021. Our firm was once again identified as one of the top-rated advisors and financial planners in Phoenix and Scottsdale.
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So Scottsdale Magazine Highlights Lupe Camargo
Lupe Camargo was recently interviewed by So Scottsdale magazine about her community service and leadership in her new role as board chair of Girl Scouts Arizona Cactus-Pine Council.Read the profile here.
Read MoreLupe Camargo Serves Arizona Girl Scouts as Board Chair
Lupe Camargo serves Arizona Girl Scouts as board chair: Perspective Financial Services is proud to announce that Lupe was recently elected as chair of the Girl Scouts – Arizona Cactus-Pine Council (GSACPC) board of directors. A...
Read MoreEmpowering Young Adults with Autism
SEEDs for Autism provides a path “from learning to earning” by empowering young adults with autism. The program has been a blessing for my family, and I am so proud that our firm was able to sponsor its inaugural Discovery...
Read MoreFinancial Education Podcast
Lupe Camargo (pictured right) was interviewed on the Phoenix Business RadioX show “Mind, Money, Motion” hosted by Marie Burns and sponsored by Women’s Enterprise Foundation. Along with Elena Zee, president of the...
Read MoreMcCann Honored for Volunteer Work
Mike McCann Honored for Volunteer Work with Phoenix-area Scouting BSA organization.McCann, president and founder of Perspective Financial Services, LLC, received Honorable Mention in the 13th Annual Invest in Others (IiO) Awards for...
Read MoreNext Generation RIAs
A handful of local Registered Investment Advisory (RIA) firms are invited to participate in a Charles Schwab summer intern education program. We’re proud to say Perspective Financial Services is among those selected to help...
Read MoreSeeing the Big Picture and Defining Success
I’ve always believed successful financial management was more than crunching numbers, researching the analytics, and applying market principles and applicable tax laws. While there are certainly prerequisites to financial success...
Read MoreManaging the Cost of a Teen Driver
Freelance writer Susan Johnston recently interviewed Mike McCann for an article in US News & World Report about planning for and managing the cost of a teen driver in the family.“When teens start driving, their parents experience...
Read MoreLeadership, Perseverance, Hope
Photo Caption: Investment Advisor Mike McCann (left) with U.S. Navy Captain Mark Kelly at the Schwab IMPACT conference, November 2011Last month, I attended the Schwab IMPACT conference for investment advisors in San Francisco. This...
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