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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
The Goff Financial Group is a fee-only and fully independent Registered Investment Advisor serving serving clients' long-term investment needs. We are highly experienced in working with retirees, those near retirement, business owners and other high net worth coupled and individuals.
Matthew Goff (CRD# 2390431) is an Investment Advisor Representative working at The Goff Financial Group in Houston, TX and has over 23 years of experience in the finance industry.
Ingo Berndt (CRD# 6865176) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 6 years of experience in the finance industry.
Keith Bernstein (CRD# 4068984) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 24 years of experience in the finance industry.
Matthew Berti (CRD# 6758981) is an Investment Advisor Representative working at Rhp Wealth Management in Houston, TX and has over 7 years of experience in the finance industry. Matthew Berti has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Bertino (CRD# 2556870) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 29 years of experience in the finance industry.
William Bertron (CRD# 1470438) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 38 years of experience in the finance industry.
James Bevill (CRD# 1244291) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 40 years of experience in the finance industry.
Mary Joanne Bevill (CRD# 2612592) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 28 years of experience in the finance industry.
William Bevill (CRD# 827161) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 38 years of experience in the finance industry.
Elena Bianchi (CRD# 1675129) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 36 years of experience in the finance industry.
Jeffrey Bibler (CRD# 4174362) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Houston, TX and has over 23 years of experience in the finance industry.