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Conrad Roskelley, CFP®
Vice President

Conrad Roskelley is a Senior Financial Advisor specializing in IRA Retirement Planning and Distribution. He has been actively involved in Financial Services since 1965 and is a Certified Financial Planner.

He owned his own Property and Casualty agency, Alpha Insurance Center, Inc. which he started in 1975 and sold in 1979 to devote full time to the financial planning segment of his business.

In 1984 he started his own Financial Planning Firm, Cornerstone Financial Planning, Inc. in Tempe. He moved his office to his home in Chandler in 2003. In 2007 he joined with Jackson Financial Advisors as a satellite office where he continues to work from his home office in Chandler.

After 40+ years in financial services, Conrad continues to be actively involved with his clients and is accepting a few qualified new clients. He is a registered representative with Cambridge Investment Research, as well as a member of the Financial Planning Association (FPA) where he has served as Vice-President and as a member of the Board of Directors of the Greater Phoenix Chapter.

He graduated from the Ability Agency's School of Insurance and Investments as valedictorian in 1967, and the College for Financial Planning in 1982. A native of Cache Valley (Logan), Utah, he and his family moved to Arizona in 1972. He lived and worked in Tempe for 26 years and in 1998 moved to Chandler where he currently works and resides with his wife.
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Registered Representatives offering securities through Cambridge Investment Research, Inc., a Broker/Dealer member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jackson Financial Advisors, Inc., a Registered Investment Advisor. Cambridge and Jackson Financial Advisors, Inc. are not affiliated. Investment products and services available only to residents of
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