George J Chardukian, AWM, CFP®, CLU®, ChFC®, MSFS

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

520-615-4326 | Email
520-299-3671

George has been helping clients achieve their financial goals since 1982. He received a Bachelor of Arts degree from Carthage College in Kenosha, Wisconsin and a Master of Science in financial services (MSFS) from The American College in Bryn Mawr, Pennsylvania. In addition to the Series 6, 7, 8, 31, 63 and 66 licenses, George earned his CERTIFIED FINANCIAL PLANNER™ certificate, Chartered Financial Consultant (ChFC), and a Chartered Life Underwriter (CLU). The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.

He earned the firm's internal, professional designation of Accredited Wealth Manager (AWM) through an education program sponsored by RBC Wealth Management and Michigan State University. By attaining the AWM designation, George has demonstrated advanced knowledge of the firm's wealth management process, concentrating in the areas of business and retirement planning, insurance solutions, charitable giving.

George and his wife, Toni, have been residents of Tucson since 1982. They were both born and lived in Wisconsin. They have two adult daughters and two grandchildren. George is active in the community as a member of St. Andrews Presbyterian Church and a charter member of the Financial Health Advisory Council, as well as past trustee of the Carondelet Foundation. He is also a charter member of the Planned Giving Advisory Council for ICS (Interfaith Community Services) and a member of the Development Committee of ICS. In his spare time, George enjoys exercising, golf, biking, church, family related activities, and most importantly, FaceTime with his grandchildren.

Adam P Goldstein, CFP®, MSFS

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

520-615-4373 | Email |
888-632-7461

Adam graduated Magna Cum Laude from the University of Arizona in three and one half years with a Bachelor of Science degree in business administration with a major in finance. In 2013, he completed a Master of Science in financial services (MSFS) from the American College in Bryn Mawr, Pennsylvania. In addition to the Series 7, 66, 31, life, health, and disability insurance licenses, after completing the required coursework at the College of Financial Planning, Adam earned his CERTIFIED FINANCIAL PLANNER™ certificate. The multi-year CFP® program entails in-depth courses, training, and comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate, and retirement planning.

While pursuing his undergraduate education, Adam was a placekicker for the University of Arizona varsity football team. This competitive and rigorous experience enabled him to develop the leadership skills, work ethic, and perseverance crucial to preparing him for a career as a financial advisor.

Adam was born and raised in Phoenix. He met his wife, Dana at the University of Arizona, and they currently live in Tucson with their two children. Adam is an active volunteer with the Jewish Federation of Southern Arizona (2013 Young Man of the Year award recipient). He also is a member of the University of Arizona A-club and coached a competitive youth soccer team in Oro Valley for five years. In his spare time, Adam enjoys golf, soccer, and spending time with close friends and family.

Randal G Cox, AWM

First Vice President - Financial Advisor, Portfolio Manager - Portfolio Focus

520-615-4320 | Email
520-299-3671

Randy has been helping clients with their wealth planning since 1992. He graduated from the University of Arizona in 1976 with a Bachelor of Science degree in business administration with a major in marketing. In addition to earning his Series 7, 31, 63 and 66 licenses, he has earned RBC Wealth Management’s internal professional designation, Accredited Wealth Manager. This designation is earned through an extensive education program sponsored by RBC Wealth Management and accredited by Michigan State University. Attaining the AWM designation, demonstrates advanced knowledge of the firm’s wealth management process, concentrating in areas of business and retirement training, insurance solutions, charitable giving, advanced investment strategies, and estate planning strategies.

Randy grew up in Tucson. He moved here with his parents who were very active in the horse community where they raised and raced quarter horses. After college he lived in California and Oklahoma, eventually moving back in 1987 with his wife, Erlinda. Randy and Erlinda are active supporters of local charities SAAF and Pawsitively. Randy has also raised funds for Tu Nidito through his participation in Tucson’s premier cycling event, El Tour de Tucson. He is an avid skier, cyclist, and enjoys fly fishing in the mountains.

Sandy Zimberoff

Branch Service Mgr/Sr Registered Client Assoc

520-615-4349 | Email
520-299-3671

Sandy has over 30 years of experience in the securities industry. She began as a saving and loan industry teller working her way up to Retirement Plan Representative. She is also Series 7, 9, 10 and 63 security licensed.

Sandy is active in the Tucson Community serving as the Past Board Member of Sisterhood at her synagogue, Past Secretary of the Tucson Chapter of the Model A Ford Club of America, Past Board Member of the Tucson Chapter of the Father’s Day Council, and Walk to benefit Steele Memorial Children’s Hospital Research to find a cure for Juvenile Diabetes.

Sandy has been married for 29 years with one child and enjoys gardening, cooking, quilting, stamping and any craft that catches her eye.

Denise Anderson

Senior Client Associate

520-615-4350 | Email

Denise has over 23 years of experience in the financial services industry. She lives in Tucson with her husband Joel and enjoys spending time with her 9 grandchildren, reading, long motorcycle rides and camping.

Maria Peralta

Senior Financial Associate

520-615-4365 | Email

Maria "Mari" is a native Tucsonan, who graduated from the University of Arizona with a Bachelor of Arts degree. She spent more than 13 years serving the citizens of Tucson as a public servant before transitioning to work in finance. She has obtained the Series 7 and 66 securities licenses, the life, health, and disability insurance licenses, and is pursuing the Certified Financial Planner certification. As a service-minded and detail-driven professional, Mari has developed the leadership skills and work ethic needed to provide a high level of service to those with whom she interacts. In her time working in finance, Mari has focused her efforts in the areas of planning for various life events, especially with relation to retirement, education, longevity, charitable giving, business, and insurance solutions. Her ultimate aim is to have a positive impact on both individuals and the community as a whole.

Mari and her husband, Andy, are expecting their first child, a daughter, in spring 2018. They are active members of the community, constantly looking for new opportunities to get involved and try new things. In their spare time, they enjoy exercising, traveling, participating in the Tucson British Car Registry events, spending time with family and friends, trying different restaurants, and cheering on the University of Arizona Wildcats. Mari is a proud member of the Make-A-Wish Foundation of Arizona Ambassador Board, past president of the Tangerine North Community Association, and past treasurer of the Southern Arizona Women of Law Enforcement.

The Chardukian-Goldstein-Cox Team has some unique relationships. George Chardukian started in the financial services business in 1982. As George's business continued to grow over the years, he felt the need to get back to his roots. His background as a former school teacher compelled him to hire and mentor an aspiring financial advisor, Adam Goldstein, who began with an internship through the University of Arizona in 2006. After graduating, Adam was hired by RBC Wealth Management in January, 2007. He began working closely with George, learning from his wealth of experiences, and helping fulfill George’s promise to his clients that their financial needs and objectives will be taken care of by someone they know and trust. In January 2008, the Chardukian-Goldstein Investment Group was formally created.

August of 2014 brought the addition of Randy Cox and a team name change to the CGC Wealth Management Group. Randy started with RBC Wealth Management in 1992, then known as Rauscher Pierce Refsnes. George and Randy have known each other for over 25 years. They have each built a financial services practice based around the same ideals and commitments to their clients.

The Chardukian-Goldstein-Cox Team now offers a team of five qualified individuals who work interdependently to provide the services and ideas that have been promised for over 30 years.