Paul Axberg

Paul Axberg

Phone: 623.773.9099
Fax: 623.773.1881


Paul D. Axberg, CFP®, CPA, PFS

  • B.S. (Cum Laude, Accounting), St. Cloud University
  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Registered Principal, INVEST Financial Corporation
    (Series 7, 24 and 63 licenses)
  • Investment Advisor Representative (Series 65 license)
  • Life and Variable Insurance licenses
  • Successful entrepreneur in several financial planning
    practices in the Sun City community
  • Native of Iron Mountain, Michigan (Upper Peninsula)
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Member, Arizona Society of Certified Public Accountants (ASCPA)
  • Member, Greater Phoenix chapter of the Financial Planning Association
  • Ed Slott Elite IRA Advisor