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CWMG’s core investment philosophies

The Coronado Wealth Management Group

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                  • Home
                  • About
                    • About our team
                    • Client strategies team
                    • Client experience
                    • CWMG’s core investment philosophies
                    • Wealth management approach
                    • Portfolio Focus
                    • Fixed income advantage
                  • Services
                    • Retirement income planning
                    • Health care in retirement
                    • Long-term care
                    • Business owner financial services
                    • Investment banking solutions
                    • Charitable giving
                    • Advantages of credit
                    • Legacy planning
                    • 401(k) plan reviews for employers
                    • College savings plans
                  • Insights
                    • Insights
                    • Wealth insights publication
                    • Family inventory
                  • Topics of interest
                    • Financial empowerment
                    • ESG and responsible investing
                    • Women and wealth
                    • Client risk prevention
                  • RBC Wealth Management Online
                  • Contact
                  Coronado

                  Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  , Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  , Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  , Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  , Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  , Cynthia L. Penner, NMLS # 1904155, Byron Fox, NMLS # 1904154, and Jason Dalen, NMLS # 1906521 through City National Bank, may receive compensation from RBC Wealth Management for referring customers to City National Bank. Banking products and services are offered or issued by City National Bank, an affiliate of RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC and are subject to City National Banks terms and conditions. Products and services offered through City National Bank are not insured by SIPC. City National Bank Member FDIC.

                  Investment products offered through RBC Wealth Management are not FDIC insured, are not guaranteed by City National Bank and may lose value.

                  Read additional advisor disclosures.

                  Obtain more information about this financial advisor on FINRA's BrokerCheck website

                  Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested.

                  Contact information

                  The Coronado Wealth Management Group

                  Phone: 520-615-4329

                  Cynthia L. Penner, PhD

                  Senior Vice President - Financial Advisor

                  Phone: 520-615-4321
                  Cell: 520-240-6483

                  Byron Fox, JD*

                  Senior Vice President - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 520-615-4323
                  Cell: 520-235-8054

                  Jason Dalen, CPFA™, JD*

                  Senior Vice President - Financial Advisor,
                  Senior Portfolio Manager

                  Phone: 520-615-4328
                  Cell: 520-246-1644

                  Jennifer Carroll, APP

                  Senior Investment Associate

                  Phone: 520-615-4329
                  Cell: 520-965-9880

                  Kimberly Gray

                  Investment Associate

                  Phone: 520-615-4302

                  Alicia Morimoto

                  Client Associate

                  Phone: 520-615-4309

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                  Tucson
                  3430 E. Sunrise Dr., Suite 250
                  Tucson, AZ 85718
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