Richard J. Getzen, CFP
President/Managing Principal
The Getzen Group Inc.
Richard Getzen CFP® has been in the securities and wealth planning industry for over twenty(20) years. Richard obtained his Bachelors Degree in Economics from the Northern Arizona University School of Business in 1990, and has been a licensed CFP® practitioner since 1995. In the past ten years Richard has held office of supervisory jurisdiction for two Fortune 500 broker dealers as a registered Principal.
American College
CHFC, CLU, Chartered Financial Consultant, Certified Life Underwriter
2000 – 2005
CFP Board of Standards
CFP, Certified Financial Planner TM
1995
Northern Arizona University
BS, Economics
1985 – 1990
FINRA licenses: 24, 7, 63,65
Peter C. Reimers, CFP, EA
Director of Tax Services
The Getzen Group Inc.
Peter has been in the wealth management and tax planning profession for over 15 years and a Enrolled Agent with the Internal Revenue Service since 2002. Peter holds the professional designations of Certified Financial Planner™ (CFP®), which is granted from the Certified Financial Planner Board of Standards, Inc. and Chartered Financial Consultant (ChFC) granted from The American College. He completed the Certified Financial Planner program from the College of Financial Planning in Denver and holds a Bachelor’s degree in Accounting from San Diego State University in San Diego.Peter is also active in the industry as a member of the Financial Planning Association (FPA) and the National Association of Tax Practitioners (NATP). Peter specializes in tax preparation, tax strategies
American College
CHFC, Chartered Financial Consultant,
2000-2005
College of Financial Planning
CFP, Certified Financial Planner TM
2000
San Diego State University
BS, Accountancy
1995
Susan Barnes Getzen
Treasurer/Director of Estate Planning
The Getzen Group Inc.
Susan has been in the wealth planning, estate planning and financial industry compliance arena since 1995. Susan obtained her Bachelor of Social Work degree from Northern Arizona University in 1988. In 2013 Susan recieved her Master of Legal Studies degree from Arizona State University’s Sandra Day O’Connor College of Law. Susan has served on the board of many Arizona nonprofit and charitable organizations.
Northern Arizona University
BSW
1984-1988
Arizona State University
Sandra Day O’Connor College of Law
MLS
2013