Meet the professionals who can help you
Pursue Your Goals

We guide individuals and families toward their ideal retirements.

Meet the Team

Vora Financial Group, PLLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Dharmesh Vora_001

Dharmesh Vora Owner/Founder/Financial Advisor

dharmesh@vorafinancial.com

Dharmesh’s passion for making his community a better place is a guiding force in his work with all his clients. A homegrown Arizona local, he is Flagstaff’s familiar neighbor and a widely known philanthropist in northern Arizona.

With over 30 years of financial planning experience, Dharmesh is a bestselling author, portfolio manager and personal wealth coach. He has been featured in The Wall Street Journal, as well as Newsweek magazine as a “Financial Trendsetter” and USA Today as a “Financial All-Star.” He has appeared on ABC, CBS, NBC and FOX, sharing his wealth of knowledge in retirement planning for high net worth families.

A brilliant strategist with a down-to-earth approach to wealth management, Dharmesh has reverse-engineered the financial planning process to make it easy to understand and tailored for every client. This type of white-glove, boutique-firm service exemplifies his commitment to going above and beyond to exceed his clients’ expectations.

Dharmesh is a member of Ed Slott’s Elite IRA Advisor Group and a Top of the Table advisor for the past 10 years. He currently serves on the Flagstaff Chamber of Commerce board. He has served on the executive board of Habitat for Humanity and is a charter member of Childhelp USA, Flagstaff Chapter. He was previously the chairman of the board for the Junior Chamber of Commerce (Jaycees). He also served as a past president of the Northern Arizona Association of Insurance and Financial Advisors. Additionally, he has served as an ambassador for the Flagstaff Chamber of Commerce and has been an active member of the Rotary Club since 1993.

Clarissa Cottabarren

Chief Strategy Officer

Julia Smith

Private Client Manager

Our Touch

We get to your personal situation by heart. We get to the soul of your circumstances through and through. Nothing can replace a deeper relationship with you in order to serve you better. By focusing only on the few we choose to serve, we devote more time and attention to you, understanding and addressing your unique challenges and goals to deliver significant value.

Our Care

We operate with the highest standard of care and take the time to focus on your finances in ways you can’t. We understand and care about your family’s financial future as much as you do. You benefit from a second set of eyes on your objectives and get that objective point of view.

Our Language

Our down-to-earth approach takes the mystery out of investing. We are patient, we are capable of teaching you, and we communicate as you prefer. Because great advisor-client relationships are based on trust and mutual respect, we explain in simple, easy-to-understand terms our investment philosophy of maximizing returns for long-term success while minimizing risks.

voraLogo-white

Ready to take
The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend an online or in-person seminar.

Or give us a call at 928.526.8672.