DAVE RAMSEY

SMARTVESTOR PRO

The Heart of a Teacher,

Not the Attitude of a Salesman

Wall Capital Group is honored to be a Dave Ramsey SmartVestor Pro serving the greater Phoenix area and Yuma. Dave Ramsey is a nationally syndicated radio talk show host, author and personal finance expert.

 

Our SmartVestor Pro Team

Dave Wall founded Wall Capital Group while serving as a full-time police detective for the Addison Police Department.

Since it’s founding in 1990, the firm grew to manage over $1B. Dave is a Certified Financial Planner (CFP®) and Certified Investment Management Analyst.

Joel Truemper has more than 10 years experience educating families and individuals on Dave Ramsey’s principles and his 7 Baby Steps to Financial Freedom.

In 2011, Joel began leading Dave Ramsey’s Financial Peace University classes and took on the Legacy Journey program after its inception. He has led 12 Financial Peace University classes and seven Legacy Journey classes, sharing his experience in the industry and passion for helping others.

We have a Certified Financial Planner (CFP®) and a Retirement Management Advisor (RMA℠) candidate on staff.

Why Use a SmartVestor Pro?

The markets can be volatile, triggering emotions that result in irrational decisions. Your SmartVestor Pro advisor serves as a voice of reason during those difficult times, seeking to help you accomplish your financial goals.

What does it mean to be a SmartVestor Pro?

Being a Ramsey SmartVestor Pro is a title that Ramsey fans can look for to find service providers the Ramsey team endorses. That means we consistently meet Ramsey’s high standards of excellent customer service. Now, to be clear, the SmartVestor Pro title isn’t an indicator of industry know-how. It’s a symbol that proves we’ve earned Ramsey’s trust by being missional, coachable, and reliable. And speaking of trust—you should understand that we pay to promote our services as a SmartVestor Pro to receive clients. Click here for more information about our compensation and conflicts of interest.
  • We agree to the Dave Ramsey SmartVestor Code of Conduct
  • We have been vetted by the Ramsey team of experts
  • We provide objective, transparent and refreshing wealth management and financial planning advice
  • We truly care about your future

Why Wall Capital Group?

  • We are an acknowledged fiduciary
  • We are an independent, fee-only financial advisory firm
  • We have 30 years’ experience in the financial services industry
  • We have a CFP® and CFP® candidate on staff
Call or email us today to schedule an appointment!
Dave Wall with Rachel Cruze and Dave Ramsey

North & West Phoenix Region

Dave Wall

dave@wallcapitalgroup.com

(623) 242-6332 ext 2001

Alisha Wall-Stocker

alisha@wallcapitalgroup.com

(623) 242-6332 ext 2004

Joel Truemper with Rachel Cruze, Dave Ramsey’s Speakers Group

North & South Phoenix Region

Joel Truemper

joel@wallcapitalgroup.com

(623) 242-6332 ext 2008

Barbara Bobbitt

Administrative Support

barb@wallcapitalgroup.com

(602) 524-5135

NEWS AND BLOG

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The Perils of Trying to Time the Stock Market

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Five Lessons To Remember During Bear Markets

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