Charles (Chip) Pisoni

Chip Pisoni, CFP®

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

Qualifications

Chip’s career began in 1987 after graduating from Central Michigan University with a Bachelor of Science degree in business administration. After completing the required coursework at the College of Financial Planning, he received his CERTIFIED FINANCIAL PLANNER™ certification. 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. Chip is Senior Vice President and an approved portfolio manager through the Portfolio Focus program at RBC Wealth Management in Scottsdale, Arizona. He is also licensed in over 25 other states. Chip was named to the Barron’s Top 1,200 Financial Advisors in 2019, 2020, 2021 and 2022.

Personal

Chip was raised in Michigan but moved to Arizona in 1993. He currently lives in Scottsdale, Arizona, with his children, Anna, Carson and Blake. Chip enjoys traveling with his family and is an avid golfer.

The 2019 Barron’s “Top 1,200 Financial Advisors" award was announced March 2019. Data as of 9/30/2018. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2021 Barron’s “Top 1,200 Financial Advisors" award was announced March 2021. Data as of 9/30/2020. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2022 Barron’s “Top 1,200 Financial Advisors" award was announced March 2022. Data as of 9/30/2021. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

The 2020 Barron’s “Top 1,200 Financial Advisors" award was announced March 2020. Data as of 9/30/2019. The award is based on the following criteria: The individual is credentialed as a FINRA registered representative, assets under management, revenue produced for the firm, regulatory and compliance record. The financial advisor does not pay a fee to be considered for or to receive this award. This award does not evaluate the quality of services provided to clients. This is not indicative of this financial advisor’s future performance.

Debbie Papa

Senior Registered Client Associate

480-609-4974

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