Greetings to our current and prospective Chapter Members and welcome to the American Financial Education Alliance (AFEA) chapter website for Central Scottsdale, AZ #4633!

As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to empower Americans to take control of their finances by providing local communities with objective financial education. It is our pleasure to educate our local communities and share how AFEA works to provide all Americans the education and experience they need to enhance their financial understanding and management.

AFEA specializes in providing high-level financial education classes and events at establishments of all types:

Libraries  ♦  Universities, Colleges, Junior Colleges  ♦  Businesses  ♦  Nonprofit and Fundraising Organizations

Class offerings include:

A Guide to 401k Rollovers  ♦ The ABCD’s of Medicare ♦  Advanced Estate Planning ♦ An Introduction to Annuities  ♦ Business Continuation Planning ♦ College Planning ♦ The Essentials of Estate Planning  ♦ Financial Planning Basics ♦ Investing for Women ♦ IRAs, Annuities, and Other Sources of Retirement Income  ♦ Living a Tax-Free Retirement ♦ Most Common Financial Mistakes ♦ Myths and Facts About Annuities ♦ Planning for Long-Term Care  ♦ Retirement Basics ♦ Retirement Income Planning ♦ Roth IRA Conversions ♦ Safe Money Principles of Retirement Planning ♦ Social Security Benefit Options  ♦ Special Needs Planning ♦ Understanding Your IRA ♦ Understanding Your Roth IRA ♦ Variable Annuities ♦ Women and Money ♦ Your Employee-Sponsored Retirement Plan

We invite you to attend our local workshops and become an active member by participating in our educational events throughout the community.

Thank you for visiting your local Chapter’s website; we look forward to seeing you in a class soon!

After graduating from Arizona State University and working many years in the retirement income planning field with an Inc. 5000 company, Jeremy Mellberg founded Ocotillo Wealth Management with the goal to stand out from the crowd by providing high-level communication while focusing on client education in an effort designed to cultivate well-informed investors. As a Registered Investment Advisor, Jeremy believes that in an ever-changing global market where financial needs and suitable options for meeting investors’ objectives is rapidly evolving, there is only one constant: placing his clients’ interests first, ahead of his own, and doing right by them. In doing this, success will always prevail, because at the end of the day, his achievement as a financial advisor will be measured by the success of his clients.

Jeremy holds his Series 65 and is insurance licensed, which allows him to provide financial and investment advice, as well as personally manage investment portfolios. As a fiduciary advisor, he is required to avoid conflicts of interest, operate with full transparency and always do what is in the best interest of his clients.

Jeremy is a Kiplinger contributor and has seen on ABC, NBC, CBS and FOX.

Jeremy resides in Chandler, Arizona, and is a third-generation Arizonan. He and his wife, Jessica, have three children: Anders, Mara, and Tenley. When he isn’t coaching his children’s sports teams, Jeremy enjoys traveling, hiking and fishing.