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David M Petz

Advisor Image
David M Petz
Financial Advisor
.
ChFC®, FIC, BFA™
Part of the Southern Arizona Financial Advisors practice
1200 N El Dorado Place Suite H800B
Tucson, AZ 85715
About David Petz
I'm proud to be a Thrivent financial professional. I provide personalized financial guidance to people at all stages of life. At Thrivent, we view money not as a goal, but as a tool — one that can afford you a life rich in meaning and gratitude. We believe humanity thrives when individuals make the most of all they've been given. I'm here to help you do just that.
My qualifications
  • Chartered Financial Consultant®
  • Fraternal Insurance Counselor
  • Behavioral Financial Advisor™
  • Series 6 - Investment Company Products and Variable Contracts Limited Representative
  • Series 7 - General Securities Representative
  • Series 63 - Licensed Securities Agent
My state licenses
  • Alaska
  • Arizona
  • California(Insurance Lic. #0G80223)
  • Colorado
  • Florida
  • Kansas
  • Kentucky
  • Massachusetts
  • Minnesota
  • New Hampshire
  • New York
  • Oregon
  • South Dakota
  • Tennessee
  • Texas
  • Washington
  • Washington DC
  • Wisconsin

Insights

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Wealth transfer
Wealth transferYou’ve worked hard to build a life you love—now it’s time to decide what your money is meant to do. How it’s set up today is already shaping what reaches the people and causes closest to your heart tomorrow. Take a closer look at your money, so it can support your life now and benefit those you care about.
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Maximizing Social Security for married couples: How it works & spousal strategies to consider
Maximizing Social Security for married couples: How it works & spousal strategies to considerDifferences in each spouse’s Social Security retirement benefits and estimated life expectancy can affect your retirement strategy. Take a look at 4 strategies you can use to help maximize your Social Security benefits as a couple. ⬇️
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6 common investing mistakes & how to avoid them
6 common investing mistakes & how to avoid themWhat are common mistakes people make when investing?​ 1️⃣ Lacking diversification​ 2️⃣ Trying to time the market​ 3️⃣ Investing with your emotions​ 4️⃣ Ignoring fees and taxes​ For more mistakes to watch out for and smart strategies to consider. 👇
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Office location
Tucson Location
1200 N El Dorado Place Suite H800B
Tucson, AZ 85715
Phone520-529-1589Fax520-529-0723Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations