He
Ma
Csp Financial Group LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
He Ma is a financial advisor based in Scottsdale, Arizona, working with Csp Financial Group LLC. He Ma has previously held positions at Pfs Investments Inc, Primerica Financial Services, Underwood Memorial Hospital, Transamerica Financial Advisors, Inc, World Financial Group, Inc, Inspira Health Network, Devoted Guardians, Thumbtack.Com, Lifetime Financial Advisors, LLC, Lifetime Financial Group, LLC, Healthcare Solutions Team, Cerna Health Care, Primerica Advisors, Independent Agent, Language Line Solutions, Jm Capital Group LLC, Unitedhealthcare, Strategic Healthcare Financial Advisors, LLC, Gohealth, and Csp Financial Group LLC. He Ma has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Arizona and Texas. Currently, He Ma is part of Csp Financial Group LLC, which operates out of Scottsdale, Arizona. The firm has 1 office and 25 employees. The services offered by the firm include financial planning services, selection of other advisers, educational seminars, and other services. The fee structure at Csp Financial Group LLC includes hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
Find an advisor who will work directly with you
SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.
Csp Financial Group LLC Brokerage Details
25
Investment Advisory Services
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- Other
He Ma Work History
Csp Financial Group LLC
Gohealth
Strategic Healthcare Financial Advisors, LLC
Jm Capital Group LLC
Independent Agent
Lifetime Financial Group, LLC
Unitedhealthcare
Language Line Solutions
Healthcare Solutions Team
Transamerica Financial Advisors, Inc
World Financial Group, Inc
Devoted Guardians
Thumbtack.Com
Lifetime Financial Advisors, LLC
Cerna Health Care
Pfs Investments Inc
Primerica Advisors
Primerica Financial Services
Underwood Memorial Hospital
Inspira Health Network
Disclosures
Please visit the SEC profile of He Ma to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Csp Financial Group LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
