Vertex Wealth Advisors

With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.


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Team photo for Vertex Wealth Advisors
Team photo for Vertex Wealth Advisors

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Advisors

Karekin Girair Kaprelian

CFP®, ChFC®, CEPA®, CKA®

Private Wealth Advisor

Certified Kingdom Advisor
Visit Karekin Girair Kaprelian's website

Sarah Schmidt

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sarah Schmidt's website

Eric Gill

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Visit Eric Gill's website

Sandra Kramer

CFP®, CRPC, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Sandra Kramer's website


Team

Rita Bebekian

Rita Bebekian

Receptionist

Zhanet Kaprelian

Zhanet Kaprelian

Administrative Assistant

Qualifications

  • Education: BA in Christian Studies, Grand Canyon University, Phoenix, AZ

Roles & Responsibilities

  • Human resources, office administration, client service, building maintenance and administration
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Andrew Bowden

Andrew Bowden

Client Service Manager,

Marketing Specialist

Qualifications

  • B.A. in Business Marketing from Arizona State University
  • B.A. in Political Science from Arizona State University
  • Full Stack Web Development Certification from The University of Arizona
  • Content Marketing Certification from HubSpot

Roles & Responsibilities

  • Client Acquisition
  • Social Media Management
  • Event Planning
  • Content Generation
  • Digital Marketing
  • Public Relations
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