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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Financial Life Planners
Financial Life Planners is a Phoenix-area RIA (serving clients nationwide since 2001) providing goals-based, comprehensive financial planning and investment management with a retirement-first lens. The team has deep experience supporting federal employees and veterans, using a structured Portfolio Review to evaluate risk, fees, and diversification. Co-owned by Series 65 fiduciaries Cynthia Fick and Gina Giachetti Wight; custody includes Schwab and Fidelity.
Team overview
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CRM
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Owner & Executives
CYNTHIA KAY FICK
Owner, President
- CRD
- #1643732
- Ownership
- 50% but less than 75%
GINA GIACHETTI WIGHT
Co-Owner, PARTNER, Wealth Management Advisor
- CRD
- #5353376
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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William Matthew Fick Jr.
--
- CRD
- #7783706
Kelsey McKenna White
--
- CRD
- #8196462
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $208,322,075 | $267,766 |
| Non-Discretionary | $34,600 | $34,600 |
| Total | $208,356,675 | $267,467 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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