As seen in
Phoenix Five Star award winner

PROFESSIONAL PROFILE

John Page CFP®, ChFC®, RICP®

Senior Financial Advisor
FFEC Wealth Partners
7047 E Greenway Pkwy Ste 350
Scottsdale, Arizona 85254
Office: 858-204-5632
jpage@ffec.com
www.johnandjohnffec.com

Professional Approach

A Different Approach to Your Financial Future


With wealth comes complexity. As independent financial advisors, we can offer a different and disciplined approach to understanding what’s important to you about money. We strive to build a lasting and trustful relationship and to have an impact on your financial goals.


We formed a partnership to bring our individual talents, complementary skill set, and diversity of expertise together to provide the best possible advice and service. We work together to develop and implement your customized financial strategy and plan.


Learn

In our first meeting, we learn what’s important to you about money, your goals, desires and concerns. There is no cost to you.


Design

If you chose to continue, we develop a customized financial strategy and plan. This requires you to complete a financial questionnaire and provide us with a list of financial documents. This will include identifying and prioritizing your goals. There is a nominal fee for the financial plan. If you are not satisfied with the plan, you do not need to pay.


Implement

By this time, we have gotten to know each other well and will decide whether to implement the plan. 


At each step of the process, you decide if you wish to continue. You will learn many of the attributes that make our approach as independent financial advisors unique, and how we can impact you desired financial future and help you work to achieve your goals.


We don’t try to be all things to all people. We keep the number of clients that we have small enough to provide excellent service. Many of our client relationships go back 20 years. The question is, will you be one of our clients in the next 20?

This award was issued on 9/1/23 by Five Star Professional (FSP) for the time period 12/12/22 through 6/30/23. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 2,286 Phoenix-area wealth managers were considered for the award; 97 (4% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 2290, 89, 4%, 9/1/22, 12/20/21 - 6/17/22; 2021: 2129, 96, 5%, 9/1/21, 12/7/20 - 7/2/21; 2020: 2163, 94, 4%, 8/1/20, 12/23/19 - 7/10/20; 2019: 2043, 117, 6%, 9/1/19, 11/2/18 - 7/17/19; 2018: 2112, 130, 6%, 8/1/18, 11/20/17 - 6/15/18; 2017: 1335, 131, 10%, 8/1/17, 11/8/16 - 6/2/17; 2016: 1149, 232, 20%, 7/1/16, 12/4/15 - 5/31/16; 2015: 2728, 254, 9%, 8/1/15, 12/4/14 - 5/31/15; 2014: 3247, 191, 6%, 8/1/14, 12/4/13 - 5/31/14; 2013: 2936, 286, 10%, 8/1/13, 12/4/12 - 5/31/13.
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Important Notice to Recipients:
Investment services and securities products are offered through First Financial Equity Corporation (“FFEC”), Member FINRA, SIPC. Please do not send orders through email as they will not be accepted.

Information from third party sources was obtained from sources believed to be reliable but in no way is warranted as to accuracy or completeness. Any opinions expressed are solely of the author as of the date of this communication and may not necessarily represent those of FFEC. FFEC does not provide tax, accounting or legal advice and you are advised to consult with your tax, accounting or legal professional. Investments in securities entail risks, including the possible loss of principal. Past performance is not indicative of future results.

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If a firm other than FFEC is listed on the signature line of this email, certain or all of their associates are registered through FFEC. FFEC and any other firm listed are not affiliated.

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*Winners appearing on this page do not pay a fee to be considered or to win the Five Star Award. Professionals with a digital profile have paid a promotional fee.
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.