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    Orion K. Willis

    ChFC®, CLU®
    I’m fortunate that every day, I get to help clients create a more secure future.
    Orion's Bio

    Orion K. Willis

    For the past 23 years, Orion has helped his clients with all aspects of their financial lives.  His expertise in retirement and distribution planning has facilitated the protection, growth, and preservation of his client’s assets.

    As a boy, he assisted his parents with the family business of running a long-term care facility.  During that time, Orion’s friends were oftentimes his senior by 8 to 9 decades. Having friends who were adults during the depression helped to shape Orion’s values, morals, attitude, and vision. Orion understands you hope for the best but prepare for the unexpected.

    His concern for his client’s well-being goes far beyond business and he is frequently found assisting them with other personal matters to help them live less stressful lives.  His intensity and drive to do the right thing for his clients are impressive.

    • Financial Planner with 23 years in Financial Services; 18 as an Independent Advisor
    • Chartered Financial Consultant – ChFC®
    • Chartered Life Underwriter – CLU®
    • Fiduciary
    • Series 7, 24, and 63 securities registration
    • Investment Advisor Representative (Series 65 registration, RIA)
    • Life and Variable Insurance licenses
    • Former Host, “30-Minute Financial Edge”, KXAM radio
    • 5th generation Arizonan
    • Polyglot (Focus on Asian languages)
    • Has educated thousands of pre and post-retirees on various financial topics through college and university classes.