Retirement Teamsuperadmin2024-07-03T07:41:39-07:00

Retirement Team

Phocus – Retirement Team

Paul Batt, CPFA, AIF^®, CFS

Qualified Plan Specialist

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Alex Rosen, AIF^®

Financial Professional

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Kyle Trueba

Financial Professional

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Aleksey Moody

Education Coordinator, Marketing, & Business Development

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Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial – Phoenix:
7600 N 16th Street, Suite 100
Phoenix, AZ 85020
(NW Corner of Morten & 16th Street)
Phone: (602)955-7705

Phocus Financial – New Mexico:
500 N. Main St., Ste. 44
Roswell, NM 88201
Phone: (575)622-1008

Phocus Retirement Services:
1921 S. Alma School Rd., Suite 307
Mesa AZ 85210
Phone: (480)436-7975
www.phocusfinancial.com

Equitable Branch Office
14851 N. Scottsdale Rd., Suite 103
Scottsdale, AZ 85254
Branch Phone: (480)444-3700
Branch Fax: (480)922-5203
www.equitable.com

Phocus Financial

Phocus Retirement Services

Public Pension Services

Investment advisory services offered through PFG Advisors, LLC, a SEC registered investment adviser. Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Insurance products offered through approved carriers. Phocus Financial, PFG Advisors, LLC and Osaic Wealth, Inc. are separately owned entities and are not affiliated companies.

Retirement Team

Phocus – Retirement Team

Paul Batt, CPFA, AIF®, CFS

Qualified Plan Specialist

Alex Rosen, AIF®

Financial Professional

Kyle Trueba

Financial Professional

Aleksey Moody

Education Coordinator, Marketing, & Business Development

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial

Phocus Retirement Services

Public Pension Services

Paul Batt, CPFA, AIF^®, CFS

Alex Rosen, AIF^®