Rudy Crosswell is a Senior Planning Consultant for RJP Estate Planning. His career in financial services began with a Wall Street mutual fund company, following eight years in the US Air Force and ten years with the Southern Pacific Transportation Company. Just one year after his first exposure to the business, Mr. Crosswell was named one of the top 100 producers nationwide. He was quickly hired for a management position by another firm and given his own office here in Phoenix, Arizona.
Thirty years later, Mr. Crosswell makes use of his decades of experience with mutual funds, life insurance, and annuity products to put together common-sense solutions to his clients’ unique estate planning goals. A firm believer in a traditional, client-centered approach, Mr. Crosswell is always willing to go the extra mile to make sure his clients get a detailed, custom strategy that fits their personal financial picture—and leave his office with a clear, confident understanding of what that strategy entails.
Thanks to his excellent customer service and personal dedication to his clients, Mr. Crosswell is consistently awarded as one the most valuable agent representatives for a number of national and global life insurance and annuity corporations year after year.
Rudy has earned the following licenses:
Originally from the New Jersey/New York City area, Mr. Crosswell has been a Phoenix resident since 1973. When he is not spending time with clients at RJP, he is following his lifelong passion for traditional martial arts, dedicating himself to mentoring students at his Phoenix-area dojo or traveling around the world giving seminars.
The Planning Consultants at RJP Estate Planning provide services in the areas of estate planning, planning with wills and trusts, asset protection, probate avoidance, probate & estate administration, long-term care planning, Medicaid planning, asset protection from Medicaid, veterans benefits, charitable planning, special needs, estate tax planning, and business succession planning. They serve clients and their families throughout Scottsdale, Phoenix, and Sun City, Arizona, and the surrounding cities and towns. RJP Estate Planning is not a law firm, cannot give legal advice, and does not prepare legal documents. For legal services, clients separately consult with a law firm.
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