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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.
Abel Olivares (CRD# 3016251) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Houston, TX and has over 25 years of experience in the finance industry.
Eric Reed (CRD# 3043317) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 25 years of experience in the finance industry.
Suzanne Short (CRD# 6952683) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 5 years of experience in the finance industry.
Robert Simpton (CRD# 4547249) is an Investment Advisor Representative working at Redfish Capital in Cypress, TX and has over 21 years of experience in the finance industry. Robert Simpton 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.
Richard Skinner (CRD# 6236045) is an Investment Advisor Representative working at Edward Jones in Cypress, TX and has over 10 years of experience in the finance industry.
Ryan Waller (CRD# 3145769) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Cypress, TX and has over 25 years of experience in the finance industry.
Richard Wiesner (CRD# 6179923) is an Investment Advisor Representative working at Haven Wealth Group in Cypress, TX and has over 10 years of experience in the finance industry.
Levin Yessaian (CRD# 5664315) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Cypress, TX and has over 14 years of experience in the finance industry.
Gary Wurl (CRD# 2243508) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 31 years of experience in the finance industry. Gary Wurl 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.
David Aponte (CRD# 7405073) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cypress, TX and has over 2 years of experience in the finance industry.