Meet Vicente

Vicente J. A. Iñiguez

Principal

For more than 15 years, I have been privileged to help businesses and families with their financial needs through a highly-customized process. I believe that the small committed actions we take today provide a lasting impact not only for ourselves, but also for future generations. That’s why I am passionate about helping my clients put a sound financial foundation into place early on. I take great pride in being able to educate and motivate individuals and help them to realize that their goals are within reach. I’m committed to developing strong long-term relationships with my clients based on integrity and performance, and they know that through every season of life, they have a partner by their side.

I have a background in business banking and business development and have worked with some of the largest local institutions in Arizona such as Desert School and Western Alliance Bancorp. I have also leveraged my professional golf career as a PGA member for the past decade to help educate and promote the importance of financial strategies sooner rather than later. Prior to my work in the financial services industry, I attended Phoenix College, where I played on the golf team and graduated with an Associate's Degree in Accounting. I then went on to complete my bachelor’s degree from Arizona State University.

In my spare time, I enjoy golfing, cooking, and especially spending time with my wife and children.

Vicente's Favorite Books

“I’ve always believed in the power of reading great books and being a lifelong learner. Here are some of the books that have shaped my life and business in significant ways.” - Atomic Habits, James Clear

Relentless from good to great to unstoppable - Tim S. Grover

The Power of Broke - Daymond John

Masters of Success - Dr. Ivan R. Misner and Don Morgan

Drive - Daniel H. Pink

The 3-day Effect - Florence Williams

The Four Agreements - Don Miguel Ruiz

The Richest Man in Babylon - George S. Clason

Who Not How - Dan Sullivan

Buy Back Your Time - Dan Martell

Slight Edge - Jeff Olson

Read more about the Forbes SHOOK®Research Top Financial Security Professionals list and the ranking methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/