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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.
Michael Lassiter (CRD# 4999822) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pearland, TX and has over 18 years of experience in the finance industry.
Dena Lewis (CRD# 6709004) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Pearland, TX and has over 6 years of experience in the finance industry.
Jesus Marquez (CRD# 5909698) is an Investment Advisor Representative working at Ez Financial Group Inc. in Pearland, TX and has over 12 years of experience in the finance industry. Jesus Marquez 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.
Jack McGuff (CRD# 6394709) is an Investment Advisor Representative working at Lpl Financial LLC in Pearland, TX and has over 8 years of experience in the finance industry. Jack McGuff 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.
Martin O'leary (CRD# 4752018) is an Investment Advisor Representative working at Value Investing And Management, Inc. in Pearland, TX and has 1 year of experience in the finance industry.
Karissa Peterson (CRD# 5970321) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pearland, TX and has over 9 years of experience in the finance industry.
Karl Reed (CRD# 2878565) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Pearland, TX and has over 26 years of experience in the finance industry.
Charles Rizzo (CRD# 4469777) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 22 years of experience in the finance industry.
Sebastian Rodriguez (CRD# 6300364) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 9 years of experience in the finance industry.
Andrea Schultz (CRD# 4612639) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 21 years of experience in the finance industry.