Fiduciaries Acting In Your Best Interest

Who We Are

Ultra Financial Partners is a full-service retirement and financial planning firm driven by one focused goal – to help clients grow, protect and transfer all they have worked so hard to achieve. We will continually establish ourselves as a leader in the financial services community by providing the utmost in quality of financial services and products which we cater to each client’s needs and interests, resulting in trusted long-lasting relationships for years to come.

Meet The Team

Financial Professionals

M Michael Roasa

Partner

L Logan Varela

Partner

H Hugo Meraz

Director of Wealth Management

Partners

From Claraphi Advisory Network, LLC

V Vali Nasr

Chief Executive Officer

A Andrew Tang

​Exec. Vice President, Wealth Mgmt. Strategies

M Mark Roth

President and General Counsel

T Tracy Kinder

Vice President, Administration

A Amanda Nguyen

Associate Director of Operations

The ULTRA Financial U PLAN is an investment management philosophy and platform for investing with qualified external asset managers. Clients have access to a range of alternative investment opportunities utilizing specialized return managers, private equity and real assets. Portfolio allocations are created specifically to each client’s unique needs and goals. We work with external managers to provide public and private investment alternatives to diversify clients’ portfolios with the aim to achieve steady annual returns which have lower correlation to the traditional market.

The ULTRA Financial U PLAN’s available investing options include:

Private Equity & Private Debt

Real Estate and Real Estate Investment Trusts (REITs)

Energy & Gas

Fixed Indexed & Variable Annuities

Hedge Funds

What We Do

Our Services
What To Expect

UFP Process

We offer a highly valuable perspective into helping you grow, protect and transfer your wealth. We specialize in investment management, risk aversion and advanced planning for accredited investors. Our firm embraces alternative investment opportunities for your needs and goals, and tax-efficient and risk management solutions without the higher commissions paid to brokerage firms.

LEARN ABOUT OUR PROCESS
Our Specialty

Investment Strategies

Using the UFP U-Print, we merge the use of alternative investments with traditional style portfolios to provide custom built portfolios based on a client’s goals and risk tolerance. This enables clients to participate in tax-efficient and product risk-management investing solutions. We illustrate the implications of the strategies proposed and how they align with your financial goals, risk tolerance and timeframe.

Risk Management Strategies

Managing risk in all market environments is an important component of any complete financial planning strategy.

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Charitable Planning

There are a number of philanthropic and charitable vehicles available when it comes to mapping out a charitable plan.

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Wealth Preservation

Many clients chase the thrill of large returns.

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Financial Planning

How will you arrive at the finish line unless you understand the steps it takes to get there?

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Custodians

Get in Touch

ADDRESS: 14350 N. Frank Lloyd Wright Blvd. Suite 9
Scottsdale, AZ, 85260

PHONE: 480.305.2056