Captivated Financial Group is a Phoenix-based financial advisory firm offering a wide range of services to individuals and small business owners. Led by Sandra Kramer, a Certified Financial Planner (CFP) and Accredited Asset Management Specialist (AAMS), the team provides expert advice on investment strategies, estate planning, retirement planning, and more.
With a team of highly qualified professionals holding various certifications such as Accredited Domestic Partnership Advisor (ADPA), Accredited Investment Fiduciary (AIF), and Chartered Advisor in Philanthropy (CAP), Captivated Financial Group is dedicated to helping clients achieve their financial goals and priorities through personalized and comprehensive wealth management solutions.
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