LifeTyme Financial Advisors, LLC

Leong Ngu is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. He has been associated with LifeTyme Financial Advisors since 2012 and also works with LifeTyme Financial Group, LLC and Allstar Financial Group, LLC. In addition to his advisory roles, he is an independent agent involved in the sales and service of Medicare supplements and insurance products. LifeTyme Financial Advisors, LLC provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows a modern-portfolio and efficient-market investment approach through Matson Money, offering non-discretionary advisory and ERISA plan services while Matson Money holds discretionary trading authority and custody.

Catherine Smith is a financial advisor at LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding Series 63 and Series 65 licenses with six years of industry experience. She previously worked at McCauley Nicholson and Preder, CPAs and Koivisto CPAs. Smith is also involved as an insurance agent through LifeTyme Financial Group, LLC. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market investment approach and offers educational seminars and workshops for clients.

Mckenzie Kruse Pillsbury is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ. She holds a Series 65 designation and has two years of industry experience. In addition to her advisory role, she serves as COO/CFO of Bio-Elite Training Systems, a health and wellness business. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market approach, offering non-discretionary advisory and ERISA plan services while Matson Money maintains trading authority and custody.

Christian Pruitt is a financial advisor at LifeTyme Financial Advisors, LLC in Williamston, SC, holding Series 63 and Series 65 licenses. He has been in the industry since 2010, with prior experience at Core Financial Resources and Consolidated Planning. Pruitt is also involved in insurance sales and services through Wellington Capital Reserve. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market investment approach, focusing on asset-class mutual funds, periodic rebalancing, and target allocations.

Alexis Lo Monaco is a financial advisor at LifeTyme Financial Advisors, LLC with a Series 65 credential and two years of industry experience. Prior to joining LifeTyme Financial Advisors, Alexis worked at Haley & Olson Law Firm, P.C., Central National Bank, and Zions Bank. Alexis is also involved with LifeTyme Financial Group LLC, an insurance sales and services business. LifeTyme Financial Advisors provides fee-based advisory services to individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations, primarily acting as a co-advisor on a third-party platform. The firm utilizes Matson Money’s modern-portfolio and efficient-market approach, offering non-discretionary advisory and ERISA plan services while Matson Money holds custody and trading authority.

Vincent Delfranco is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ, holding the ChFC® designation and Series 63 and 65 licenses. He has 31 years of industry experience and has been with LifeTyme Financial Advisors since 2011. Delfranco is also involved in insurance product sales and services as CEO of Allstar Financial Group, LLC and a member of LifeTyme Financial Group, LLC, as well as participating in a marketing and recruiting company. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows a modern-portfolio and efficient-market investment approach through the Matson Money platform, focusing on asset-class mutual funds, periodic rebalancing, and target allocations.

Marjan Boor Boor is a financial advisor with LifeTyme Financial Advisors, LLC in Scottsdale, AZ. She holds a Series 65 credential and has three years of industry experience. In addition to her advisory role, she is CEO and CTO of AZIG LLC, a company involved in IT, software, graphic design, marketing, and coaching, and serves on the board of the nonprofit Anahita, assisting with decision making and IT needs. LifeTyme Financial Advisors provides fee-based advisory services primarily as a co-advisor on a third-party platform, serving individuals, high net worth clients, retirement plans, trusts, estates, and charitable organizations. The firm follows Matson Money’s modern-portfolio and efficient-market approach, offering non-discretionary advisory and ERISA plan services while Matson Money holds trading authority and custody.