4400 Post Oak Parkway
I am a CERTIFIED FINANCIAL PLANNER™ Professional serving individuals and families in the Galveston area. With over 10 years of experience as a Financial Advisor with Financial Planning at the center of my practice I've got what it takes to help you achieve your financial goals and gain long-term stability. I am deeply committed to providing personalized guidance to every client I work with. This means looking at more than just numbers but learning about you; what makes you tick, what matters to you, what drives you. In my role as a CFP® Professional I am a partner in your success story.
Financial Planning is a key tool for investing success.
While I wasn't BOI, Galveston and it's residence hold a special place in my heart as a native Houstonian. I am dedicated to helping every client achieve their financial goals and Financial Planning is a key tool in making that happen. Financial Planning doesn't have to be intimidating or difficult when your CFP® Pro is as friendly and client-centered as I am.
I am a highly experienced Financial Advisor serving clients in Galveston, Texas, with an emphasis on thoughtful portfolio management. Your portfolio will be build just for you with a view to getting the best return we can while mitigating risk effectively.
Divorce comes with a host of financial decision. From dividing assets, to factoring in child support and spousal support payments; there are a lot of moving parts. I am a divorce financial advisor serving individuals and couples in Galveston, Texas. Using an expert like me before, during, or even after your divorce can help you leave your marriage on a solid financial footing.
I am a CFP® Professional serving Galveston, Texas. I understand that every Texan is a little bit different and every Texan's plan should fit them like a well worn pair of boots. Together we’ll build a Financial Plan that addresses everything you need to address, and nothing you don’t.
I am a Financial Advisor and CFP® Pro serving Galveston, Texas. I believe it is never too early for young adults to start planning their financial future. I work with my clients to set achievable goals and develop a robust savings plan to foster long-term success.
When it comes to financial planning, you need someone with the right education and experience. My decade of experience and keen focus on Financial Planning make me an excellent choice for Galveston's residents. I can guide you with budgeting, debt management, goal setting, savings planning, asset allocation, and life insurance planning. The best part is, you don’t need to have a high net worth to work with me because I can offer Financial Planning for a simple flat fee.
Financial planning is both art and science. Understanding the nuances of the process and the values that drive you allow me to provide highly tailored plans. My friendly demeanor, sound advice, personal touch and easygoing manner make me an ideal financial planner for the Galveston area. Contact me today to start on your plan today!
What is a CFP® Professional?
Certified Financial Planner (CFP) is a formal recognition of expertise in the areas of financial planning, taxes, insurance, estate planning, and retirement saving. Owned and awarded by the Certified Financial Planner Board of Standards, Inc., the designation is awarded to individuals who successfully complete the CFP Board's initial exams, then continue ongoing annual education programs to sustain their skills and certification. When delivering financial advice, these professionals must adhere to six core values - competency, fairness, integrity, objectivity, professionalism, and diligence.
A CFP® Professional can help guide individuals and families through critical decisions about budgeting, creating long-term strategies for retirement, and selecting investments and insurance plans. While anyone in the field of personal finance can technically offer advice or suggest solutions for your money, a CFP® Professional must provide their clients with unbiased guidance based on their specific background and goals.
What is the difference between a Financial Planner and a Financial Advisor?
A Financial Planner and Financial Advisor can provide helpful services but offer different services and approaches. Someone holding themselves out as a Financial Planner has likely made Financial Planning a specific focus of their practice. They have likely obtained additional education and certifications beyond the minimums required to have a securities license. If they are a CFP® Professional, that person is bound by a strict code of ethics and practice standards. A Financial Advisor is a licensed professional who may or may not include Financial Planning in their practice. Such a professional can offer advice on investments but may not be well equipped to offer guidance in other areas of your financial life.
Which is better, CFA® or CFP® Professional?
When making smart financial decisions, CERTIFIED FINANCIAL PLANNER™ Professionals and Chartered Financial Analysts® are two good options for people seeking investment advice. A CFP® Professional is focused on the financial planning and will manage assets according to the client’s financial plan. Meanwhile, a CFA® is much more focused on portfolio management. They may or may not engage in financial planning. Their attention will be mostly on selecting investments, building portfolios, and achieving a specific return for a specific risk. Your choice between a CFP® Professional or CFA® should be driven by your needs as a client.