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Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Check out the background of this investment professional on FINRA’s Broker CheckBrokercheck

Tate Bassett

Financial freedom is something that everyone strives for, but only few attain. Tate strives to help everyone that comes across his path to learn about becoming financially free and WIN with their money. Tate wants to build a long-lasting relationship with you, he wants to treat you like family. He wants to walk alongside with you and teach you his financial planning process. He believes in giving you a unique and individualized plan to help you achieve your specific goals and dreams so that YOU can have the life and freedom that you deserve. Tate started listening to Dave Ramsey at a very young age. His father instilled in him not to have debt and taught him about investments by forcing him to listen to The Dave Ramsey Show during EVERY car ride. Over time the principles sank in and Tate started to grow a passion for investing and a hatred for debt. This is what fueled him to want to help others and become a Financial Advisor. He has developed the heart of a teacher and looks forward to helping you in-person or virtually, to guide you on your path to Financial Freedom.

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We’ll start with a conversation to get to know each other

Meet Up

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Get a Plan

I’ll present you with a customized plan based on your goals

More About Tate:

  • FINRA Series 7 and 66 licensed, allowing him to serve clients anywhere through fee-based and commission-based investing choices.
  • Holds his Arizona Life Insurance License
  • Lives in Phoenix, Arizona but loves to travel all over the state to meet with clients in their homes and at their own kitchen table.
  • Enjoys traveling/exploring with his wife.
  • Has been to 8 different countries (Mexico, England, Costa Rica, Brazil, Dominican Republic, Canada, Jamaica and Haiti)
  • Has lived in 4 states (Arizona, Utah, Missouri and Pennsylvania and then Arizona again)
  • Loves to hike, mountain bike, play volleyball, swim, fish, eat new foods, read and always try new things.

Locations Served

Contact

  • tate@smartprousa.com
  • 928-910-9631

State Licenses

AZ, CA, KY, NM, TN, VA, WA

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, member FINRA/SIPCPlease reference your advisor's specific bio page on this website, for specific states they are licensed as Registered Representatives in. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and SmartPro Financial are not affiliated. For Advisory services, this communication is strictly intended for individuals residing in the states of AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY.

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