Distance Only Pearland, TX
- 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
Richard Lambert (CRD# 2754885) is an Investment Advisor Representative working at Edward Jones in Pearland, TX and has over 20 years of experience in the finance industry.
Understanding that Weath Management is not just investing, it's helping to develop a plan for keeping what you earn and managing all aspects of your finances. Doing this helps clients understand the difference in maintaining wealth and building wealth.
I also work and sponser Investing for Women to help them understand investments and that they are just as important and in some case more so the the men. Women live longer...
Theodore Koinis (CRD# 2447301) is an Investment Advisor Representative working at Helios Wealth Advisors, LLC in Pearland, TX and has over 25 years of experience in the finance industry. Theodore Koinis 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.
Greg Casamayor (CRD# 4561712) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 17 years of experience in the finance industry.