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Denise
McGuire

CFP® CDFA® CLTC®
COO, Wealth Advisor

As The Wealth Steward’s Chief Operating Officer, Denise oversees the entire client experience – from onboarding new relationships to delivering ongoing advisory services. Her focus is on ensuring that every client receives thoughtful, personalized guidance and an exceptional service experience.  

Denise is a CERTIFIED FINANCIAL PLANNER® professional, a Certified Divorce Financial Analyst (CDFA®), and holds a Certification in Long-Term Care (CLTC) planning.  She works directly with clients to help them feel confident and secure as they pursue their financial goals. Denise is passionate about supporting women through significant life transitions such as retirement, divorce, and the death of a loved one.

“Denise especially enjoys serving independent and newly single women with their unique financial needs.”  

Education

BS in Justice Studies
Masters of Public Administration
Arizona State University

Certifications/Memberships

CERTIFIED FINANCIAL PLANNER® Professional
CDFA (Certified Divorce Financial Analyst)
CLTC (Certification for Long-Term Care)
Series 7 and 66 Securities Licenses
ASU Women and Philanthropy

Earlier in her career, Denise served as a performance auditor for the state of Arizona for a decade. After stepping away from professional life to raise her two sons, she stayed engaged through volunteer work – building a school library and substitute teaching. She resumed her career in 2016, joining The Wealth Stewards with a renewed passion for client service and financial planning. 

Denise lives in downtown Tempe with her husband, Andrew, and loves welcoming home their two adult sons. Outside of work, you’ll find her at ASU football and hockey games, closely following the Tour de France, or planning her next adventure from her ever-growing travel bucket list. Or then again, she may just be winding down with a good book!

Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.

Keep in mind that there is no assurance that any strategy will ultimately be successful or profitable, nor protect against a loss. Rebalancing a non-retirement account could be a taxable event that may increase your tax liability.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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