CFP Financial Planning
Comprehensive planning for retirement, investments, estate coordination, and long-term wealth building tailored to your goals and risk tolerance.
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Financial Planning & Fractional CFO Services in Phoenix
Work with a CPA and CFP professional who will help create your roadmap for financial success and guide you every step of the way for your personal wealth and your business.
What We Do
Your Financial Partner, Not Just a Provider
We are an affordable, mobile, and virtual solution for business owners and professionals who want strategic financial guidance, not cookie-cutter advice.
Fractional CFO Services
Monthly CFO-level support for growing businesses: cash flow management, forecasting, KPI dashboards, and board-ready financial reporting.
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Certified Advisors
Led by Andres (Andy) Ibarra, CPA/PFS, EA, CFP®, Certified Advisors brings together tax expertise, financial planning credentials, and real-world business experience to serve Phoenix-area professionals and business owners.
After a successful career as a chef and restaurateur, Andy pursued finance and accountancy, earning degrees from Northern Arizona University. Today he specializes in working with construction and technology businesses.
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What Our Clients Say
★★★★★"Andy at Certified Advisors has been preparing my taxes for years. The attention is always personalized and every year I'm left with confidence that I am receiving every dime that is rightfully mine. Recently I've become more interested in investing and growing my portfolio, and the same dedication has been experienced. His services are tailored to my level of interest and willingness to spend. I highly recommend Certified Advisors for all your accounting needs big or small."
★★★★★"I've been searching for a CPA, ever since acquiring some rental properties... And Certified Advisors has fit the bill! I've been working with Andy, who has been great. He's very knowledgeable and responsive. I feel like he has my best interest at heart, and isn't just trying to rack up an invoice. So happy to have found him, and look forward to continuing working with him in the future!"
★★★★★"My girlfriend and I both started our own online businesses in 2020, and this was the first year where I felt like my taxes got too complicated to file by myself. Certified Advisors was a great solution for me and really helped to take the pressure off. Andy basically took all of my stress away immediately, and I feel much better now."
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Book Your Consultation
Schedule a free introductory call to discuss your financial planning or fractional CFO needs.
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