About US
The Arizona Chapter of the Foundation for Personal Financial Education
A nationwide nonprofit with deep Arizona roots, providing free, unbiased financial education built around clarity, trust, and community impact.
Who We Are
A Longstanding Nonprofit Focused on Financial Awareness
The Foundation for Personal Financial Education is a 20-year-old nationwide nonprofit dedicated to improving financial awareness through education. Many people struggle to find reliable information without pressure or conflicting advice, especially when planning for retirement. The Arizona Chapter of the Foundation for Personal Financial Education was created to serve as a consistent, trustworthy resource through free classes that are completely separate from product promotion. By focusing on education first and maintaining strong community partnerships, attendees gain clear, current information they can use with confidence.
What Makes This Approach Different?
Free, Unbiased Classes
It’s difficult to trust financial education when it feels tied to a product. Every class is designed to be free of sales, giving you space to learn and think clearly without outside pressure.
Always Current, Always Relevant
Financial topics change, and outdated information can lead to poor decisions. Class topics are continually updated, expanded, and rotated to reflect the most relevant retirement and financial education topics today.
Community-Backed Learning
Trust matters when choosing where to learn. Programs are supported and hosted by cities, counties, libraries, schools, and businesses across Arizona to ensure alignment with the mission of public education.
A Recognized Alternative to Sales Seminars
Many attendees refer to the program as the “Anti-Dinner Seminar” because it removes the pressure commonly associated with traditional financial workshops. The focus stays on education, transparency, and helping people understand their options clearly.
Expert Speakers
Meet the Educators Behind the Classes
Scott Sandell, CFP®
- Foundation for Personal Financial Education – Arizona Chapter President
- Secure Estate Solutions,
- Senior Tax Network, Principal; Owner
- Principal of Andorra Capital, LLC – Registered Investment Advisor
- MBA, University of Arizona
Learn More
Scott practices wealth management and financial planning from offices in Scottsdale and Prescott, AZ. He is the founder and owner of SES Services, LLC (dba Secure Estate Solutions). Scott formed Secure Estate Solutions in 2006 with the objective of creating a wealth management environment where the planning truly comes first, giving investments purpose and maximizing efficiency. This was an interdisciplinary approach which required proficiencies in insurance, tax, lending, and investing. To that end, Scott maintains Arizona state registration/licensing in insurance and investing. He furthered his mission by co-founding Senior Tax Network in 2011, expanding his direct service capabilities into tax planning and preparation. Scott attained an MBA from the University of Arizona in 2010, and BA’s in Entrepreneurship, Marketing, and Managerial Accounting from Pacific Lutheran University in Tacoma, WA (1998). He is an experienced educational speaker, and serves as President of the Phoenix Chapter of the Foundation for Personal Financial Education. Scott’s educational background and real world professional experience allow him to bring a unique, unbiased perspective to the table, so that he may see the whole picture and help devise plans that are tailored to each client’s specific needs. You can also view and watch Scott's classes on his YouTube page: Planning Before Investing.
Greyson Geiler
- Principal of Andorra Capital, LLC – Registered Investment Advisor
- Principal of Senior Tax Network
- Educational Speaker
- 20+ years of portfolio and risk management
- BA in Finance – University of Nebraska, Lincoln
Learn More
Greyson practices wealth management and financial planning from offices in Scottsdale and Prescott, AZ. Greyson is also an owner of Andorra Capital and principal of Senior Tax Network in Scottsdale. He is a former principal of an insurance wholesaler, has been the CFO of an e-commerce start-up, a professional proprietary equities trader, and has worked as a futures & options broker in Chicago. His in depth experience and knowledge of business, investing, insurance, and tax management give him a highly unique skill set when it comes to complete wealth management. Greyson attended the University of Nebraska, Lincoln on academic scholarship, where he earned a Bachelors Degree in Business Administration, with an emphasis in Finance (1993). While working on his degree, he studied international economics at Oxford University in England, interned at Kirkpatrick Pettis investment bank in Omaha, and partook in a university sponsored study abroad tour throughout the Asian Pacific Rim.
Questions People Ask Before Attending a Class:
Is this really a nonprofit organization?
Yes! The Foundation for Personal Financial Education is a nationwide nonprofit with over 20 years of experience focused on financial awareness. The Arizona Chapter of the Foundation for Personal Financial Education exists to serve local communities through education, not product promotion. Its mission is centered on helping reduce financial illiteracy through free classes and accessible guidance.
Are the classes actually free?
Yes! All classes are offered at no cost to attendees. The goal is to provide open access to financial education so individuals and couples can learn without financial barriers or pressure.
Is there a sales pitch during the classes?
No! Classes are designed to be completely free of sales. Many attendees describe the experience as the “Anti-Dinner Seminar” because there is no product promotion, no obligation, and no pressure to make decisions.
Who teaches the classes?
Classes are led by Scott Sandell, CFP®, MBA, a credentialed financial professional based in Arizona. His approach focuses on helping people understand financial concepts clearly so they can make informed decisions with confidence.
Where are classes offered in Arizona?
Classes are available throughout the Phoenix Valley, including community locations like libraries, schools, and local venues. Online options are also available for those who prefer to learn from home.
What topics do the classes cover?
Classes cover a wide range of retirement and personal finance topics, including Social Security, taxes, required minimum distributions, estate planning, and long-term care. Topics are continually updated and rotated to reflect current information and common questions.
How do I know this is legitimate?
Programs are supported and hosted by cities, counties, libraries, schools, and businesses across Arizona. These partnerships help ensure the classes stay aligned with their mission of providing genuine, education-first content to the public.
What happens after I attend a class?
After attending, you have the option to request a complimentary conversation at no cost. This is not a sales appointment—it’s an opportunity to ask questions and better understand your personal situation in a relaxed, no-pressure setting.
What if I want more help after learning?
If you decide you’d like to continue the relationship beyond the educational conversation, you will have the option to schedule an appointment with the instructor’s firm. This step is optional and only happens if you choose to contact the speaker directly to make an appointment.
A Commitment to Education Without Pressure
Let’s take the next step together.
When financial decisions feel uncertain, the first step is understanding your options in a way that makes sense. Learning through a nonprofit dedicated to education helps remove confusion and makes your next move clearer.
