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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.

Tuesday, July 25, 2023

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...

Thursday, June 1, 2023

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...

Friday, May 26, 2023

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....

Tuesday, August 2, 2022

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....

Tuesday, September 21, 2021

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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Thursday, August 13, 2020

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.

Tuesday, June 16, 2020

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...

Wednesday, November 20, 2019

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...

Monday, September 30, 2019

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...

Monday, July 15, 2019

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...

Friday, July 8, 2016

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...

Tuesday, May 27, 2014

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...

Friday, May 16, 2014

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...

Tuesday, December 6, 2011

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...