Cortney Giles

Founder and Financial Planner at Archstone Wealth Advisors, LLC

Role
Founder and Financial Planner at Archstone Wealth Advisors
Location
Chandler, AZ, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Cortney Giles

I help people create, grow, and protect their wealth.

Experience

  1. Founder and Financial Planner

    Archstone Wealth Advisors

    Oct 2019 — Present · Chandler, AZ, US

    We help clients create and sustain wealth!

Education

  • Western Governors University

    Bachelor of Science (B.S.), Marketing Management

    2012 — 2012

  • Grand Canyon University

    Master of Business Administration (M.B.A.), Business Administration and Management, General

    2012 — 2014

Skills

  • Iras
  • Term Life Insurance
  • Management
  • Analysis
  • Certified Financial Planner
  • Sales
  • Investments
  • Retirement Planning
  • Leadership
  • Marketing
  • Property & Casualty Insurance
  • Insurance
  • Portfolio Management
  • Financial Planning
  • Strategic Planning
  • Mutual Funds
  • Customer Service
  • Underwriting
  • Coaching

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