Retirement Teamsuperadmin2024-04-25T09:39:25-07:00

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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Jessye Gentry

Executive Assistant/Client Relations

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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

Securities offered through Securities America, Inc member FINRA/SIPC. Financial Advice & Investment Advisory Services offered through PFG Advisors, a Registered Investment Advisor (RIA). Phocus Financial, PFG Advisors, and Securities America, Inc. are separate entities.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

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

Jessye Gentry

Executive Assistant/Client Relations

Phocus Financial

Public Pension Services

Phocus Retirement Services

Phocus Financial

Phocus Retirement Services

Public Pension Services

Paul Batt, CPFA, AIF^®, CFS

Alex Rosen, AIF^®