Vincent Esparza CFP, CLU joins Wilde Wealth Management Group as Senior Wealth Advisor
Wilde Wealth Management Group, an award-winning financial services firm that provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof, is pleased to announce that veteran financial advisor Vincent Esparza, CFP, CLU, has joined the firm as senior wealth advisor.
Based in the Deer Valley Airpark, Esparza will continue serving clients from his long-time Esparza Group office, located at 23335 N.18th Street in Phoenix, while working as an extension of Wilde Wealth Management Group’s statewide advisory team. As part of a long-term succession and continuity strategy, Esparza Group is formally integrating into Wilde Wealth Management Group over time, providing clients with expanded planning resources, enhanced technology, and access to a broader team of professionals while maintaining the personalized relationships that have defined Esparza’s practice for more than four decades.
“For more than four decades, my practice has been built on relationships, trust and helping clients make informed decisions through every stage of life,” said Esparza. “As I looked toward the future, I wanted to ensure my clients would continue receiving the same personalized attention they have always known while also benefiting from expanded resources, specialized expertise and long-term continuity. From my first conversations with Trevor and the Wilde Wealth team, it was clear we shared the same philosophy that financial planning is about much more than investments. It is about helping people protect what matters most and creating confidence for the future. Joining Wilde Wealth allows me to preserve the boutique, relationship-driven experience my clients value while strengthening the support available to them for generations to come.”
Esparza began his financial services career in 1980 while completing his degree in education. At the time, he was a husband and father of two young children looking for a way to support his family while finishing college. He became licensed with Franklin Life Insurance Company and began working part time during the school year and summers. What started as a way to earn additional income quickly evolved into a lifelong passion for helping individuals, families and business owners navigate important financial decisions with confidence.
Over the past 45 years, Esparza has built a highly respected Arizona practice focused on comprehensive wealth management, retirement income planning, tax efficient strategies, estate planning coordination, Social Security optimization and legacy planning. He holds the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations and has remained actively involved in advancing the profession throughout his career. He has served on the boards of numerous industry organizations and held leadership positions, including serving as president of two professional associations. He has also served as a LUTCF instructor and maintained multiple securities and insurance licenses throughout his career.
Founded in Arizona and serving clients across multiple states, Wilde Wealth Management Group provides comprehensive financial planning, investment management, tax planning, estate planning coordination, insurance solutions and retirement strategies through a collaborative team approach designed to help clients pursue their long-term financial goals.
For more information, visit www.wildewealth.com.
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