We Are Endeavor Advisors
Welcome to Endeavor Advisors, a hub of Investing innovation and design brilliance. At Endeavor, we transcend the boundaries of conventional financial planning, weaving a story where each clients retirement is a testament to our commitment to excellence.
Welcome to Endeavor Advisors, a hub of Investing innovation and design brilliance. At Endeavor, we transcend the boundaries of conventional financial planning, weaving a story where each clients retirement is a testament to our commitment to excellence.
Trusted By The Employees Of
OUR EXPERTISE
OUR EXPERTISE
Why Choose Us?
Why Choose Us?
We’re more than financial planners; we’re architects of investment success, crafting tailored solutions that make a lasting impact. From initial consultation to financial milestones, Endeavor Advisors is committed to turning your financial vision into reality. Join us in creating a future where financial planning harmonizes with your goals, celebrating both creativity and strategic insight.
EXEPRIENCE
15+ YEARS
15+ YEARS
CLIENTS
200+
200+
CERTIFICATION
CFP®, JD, EA
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
FIDUCIARY
EXEPRIENCE
15+ YEARS
CLIENTS
200+
CERTIFICATION
CFP®, JD, EA
LEGAL DUTY
FIDUCIARY
OUR PURPOSE
OUR PURPOSE
Why We Do This
Why We Do This
Why We Do This
We believe every family deserves a real shot at financial freedom — not just the wealthy, not just the lucky. For us, this work is deeply personal. We became financial advisors because we know what it’s like to wish someone had been there to guide our own parents — to help them make smart decisions, avoid costly mistakes, and build a future with confidence.
Now, we strive to be that kind of guide for other families — honest, caring, and truly invested in helping you succeed.
We believe every family deserves a real shot at financial freedom — not just the wealthy, not just the lucky. For us, this work is deeply personal. We became financial advisors because we know what it’s like to wish someone had been there to guide our own parents — to help them make smart decisions, avoid costly mistakes, and build a future with confidence.
Now, we strive to be that kind of guide for other families — honest, caring, and truly invested in helping you succeed.
WHAT DRIVES US
WHAT DRIVES US
WHAT DRIVES US
Our Single Core Value is Service
Our Single Core Value is Service
Our Single Core Value is Service
We have 5 Core Behaviors that allow us to live this value
We have 5 Core Behaviors that allow us to live this value
We have 5 Core Behaviors that allow us to live this value
1
1
Anticipate needs before they’re voiced.
Anticipate needs before they’re voiced.
2
2
Personalize the experience.
Personalize the experience.
3
3
Own the outcome—start to finish.
Own the outcome—start to finish.
4
4
Follow through on what you say.
Follow through on what you say.
5
5
Communicate proactively.
Communicate proactively.
We build more than Financial plans — we design customized experiences tuned to your aspirations
We build more than Financial plans — we design customized experiences tuned to your aspirations
We build more than Financial plans — we design customized experiences tuned to your aspirations
MEET THE TEAM
Who You Will Work With
President
Vice President
Financial Advisor / Estate Planner
Insurance Planning Specialist
Operations & Brand Manager
Client Services Associate
Monica Trajano
Marketing Specialist
MEET THE TEAM
Who You Will Work With
President
Vice President
Financial Advisor / Estate Planner
Insurance Planning Specialist
Operations & Brand Manager
Client Services Associate
Monica Trajano
Marketing Specialist
MEET THE TEAM
Who You Will Work With
President
Vice President
Insurance Planning Specialist
Financial Advisor / Estate Planner
Operations & Brand Manager
Client Services Associate
Marketing Specialist
FAQ
Your Questions, Answered
Your Questions, Answered
Do I have enough money to become a client?
What can I expect if we work together?
How do you get paid?
What services do you offer?
Can you help with proactive tax or estate planning?
Do I have enough money to become a client?
What can I expect if we work together?
How do you get paid?
What services do you offer?
Can you help with proactive tax or estate planning?
Do I have enough money to become a client?
What can I expect if we work together?
How do you get paid?
What services do you offer?
Can you help with proactive tax or estate planning?
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503
Let's Talk
See how we can help you live your best life in retirement
2801 E Camelback Rd,
Suite 202
Phoenix, AZ 85016
25 S Arizona Pl
5th Floor,
Chandler, AZ 85225
3655 Torrance Blvd
3rd floor,
Torrance, CA 90503