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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.
William Stone (CRD# 1766214) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Bellaire, TX and has over 36 years of experience in the finance industry.
Donna Uliva (CRD# 1078008) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Bellaire, TX and has over 24 years of experience in the finance industry.
Kaliko Veiseh (CRD# 5386904) is an Investment Advisor Representative working at Soundmark Wealth Management, LLC in Bellaire, TX and has over 16 years of experience in the finance industry.
Justin Dzik (CRD# 5728914) is an Investment Advisor Representative working at Shearson Financial Services, LLC in Bellaire, TX and has over 13 years of experience in the finance industry.
Kevin Patton (CRD# 4658258) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Bellaire, TX and has over 20 years of experience in the finance industry.
Marisa Ponti (CRD# 7630861) is an Investment Advisor Representative working at Ridgeback Capital Management in Bellaire, TX and has 1 year of experience in the finance industry.
Charissa Skinner (CRD# 1175786) is an Investment Advisor Representative working at Edward Jones in Bellaire, TX and has over 40 years of experience in the finance industry.
Yao Yao (CRD# 6075141) is an Investment Advisor Representative working at Wb Advisors Texas LLC in Bellaire, TX and has 1 year of experience in the finance industry.
Click to edit summaryScott Bishop is the Director of Financial Planning at STA Wealth, a Houston based RIA Firm. In this role, Scott guides clients through the process of identifying and realizing their personal financial planning goals while working with them to help develop, implement and monitor strategies to help assure the long-term coordination of their overall financial, retirement, business planning.
At STA Wealth Management, you will find a firm whose financial planning process is truly different from other financial companies. We firmly believe that superior financial planning involves...
Ashley Foster (CRD# 5462249) is the founder of Nxt:Gen Financial Planning, a private fee-only practice based out of Houston, TX. Ashley has over 14 years of experience in the finance industry. Ashley Foster 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 putclients' interests first and comply with the Financial Planning Practice...