Financial Health Advisors

"My husband always took good care of me… and our finances," said Cecile Whitaker. So, it was no surprise when he reached out to then Scottsdale Healthcare Foundation (now HonorHealth Foundation) for financial advisement. The Whitakers found the help they needed through the Financial Health Advisors. By investing in several Charitable Gift Annuities, the Whitakers were able to offer support and hope to cancer patients at the HonorHealth Research Institute.

Jane Heist, certified public accountant and member of the HonorHealth Financial Health Advisors, with her dear friend and client, Cecile Whitaker.

Financial Health Advisors

HonorHealth Foundation's Financial Health Advisors (FHA) are dedicated volunteers selected by our own staff and donors, who know and support the role of philanthropy at HonorHealth. All members are community estate planning professionals-attorneys, CPAs, trust officers, certified financial planners and insurance professionals.

The role of FHA members is to serve as advocates for HonorHealth Foundation, to help identify and connect potential donors to the Foundation and to provide a resource for Foundation staff to call upon when donors or prospective donors have a need for gift planning expertise.

Meet Our Financial Health Advisors (PDF)
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