1440 East Missouri Avenue
We’re moms, dads, sons, and daughters. We’re passionate about our work and motivated by our personal pursuits.
Simply put, we’re a lot like you.
Our team is your team. We’re in this together, and your success is our success.
President/Founder, Financial Planner
Mike McCann has worked in the financial services industry since 1991, interacting directly with individuals as a financial planner and investment advisor, as well as behind-the-scenes in high-level trading and managerial positions. He...
As a Certified Financial Planner®, Lupe serves a wide variety of clients. She also leverages her experience as a Latina business professional to provide specialized, personal advice to women and Latino clientele.“I always...
Associate Financial Planner
Jacob Cavaleri is a second-generation Phoenix native. He joined Perspective Financial Services as associate financial planner in 2022, after completing an internship with the firm and earning a bachelor’s degree in financial...
Director of Client Services
Shannon Curkendoll joined Perspective Financial Services as Operations Manager/Portfolio Administrator in September 2014. She has since also taken on compliance management...
Patrick Eng has been with Perspective Financial Services since 2006 and has worked in the financial services industry since the late 1980s. Initially, his career centered on trading fixed-income securities and foreign-currency...
Mike Larriva began his financial planning career in the early 1990s. He has focused on developing a financial consulting practice aimed at helping individuals, physicians, and small business owners...
Jim Mailliard focuses his practice on high net-worth clientele through design, implementation, and monitoring of diversified investment portfolios...
Please Note Limitations: The achievement of any professional degree, designation, certification, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Perspective is engaged, or continues to be engaged, to provide investment advisory services
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