Strategy Financial Group
Calvin Goetz is a partner and co-founder of Strategy Financial Group, a full-service retirement and financial advisory firm headquartered in Phoenix, serving clients in Arizona and across the United States. He has dedicated more than a decade of his professional career creating personalized financial solutions for individuals and families seeking to achieve security and financial independence in retirement. As a widely recognized retirement planning specialist in Arizona, Calvin is co-author of the upcoming book, Climbing the Retirement Mountain. Additionally, Calvin co-hosted Strategy Financial Radio on KKNT 960 AM where he provided his insight on pertinent retirement planning topics and market-related topics.
Calvin is a licensed investment advisor representative, and is a member and active participant in Ed Slott’s Elite IRA Advisor GroupTM, an organization of financial professionals dedicated to being leaders in the IRA industry. He is also a licensed insurance agent and a member of the National Association of Insurance and Financial Advisors (NAIFA).
As a previous corporate sponsor for one-n-ten’s annual Fresh Brunch, Calvin joined the Board of Directors in 2015 and is passionate about serving the needs of at-risk and homeless youth in Arizona. Calvin’s dedication to serving the community also extends to his ongoing support of St. Mary’s Food Bank and Ballet Arizona.
An Arizona native, Calvin is a proud graduate of Northern Arizona University. He enjoys traveling, running, hiking, and yoga.