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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.
Stephen Ip (CRD# 1001433) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Sugar Land, TX and has over 42 years of experience in the finance industry.
Paresh Jain (CRD# 6163636) is an Investment Advisor Representative working at Oppoquest in Sugar Land, TX and has over 11 years of experience in the finance industry.
Alan Jaks (CRD# 1412560) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sugar Land, TX and has over 38 years of experience in the finance industry. Alan Jaks 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.
Chad James (CRD# 4652795) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sugar Land, TX and has over 20 years of experience in the finance industry.
John James (CRD# 728475) is an Investment Advisor Representative working at Lpl Financial LLC in Sugar Land, TX and has over 43 years of experience in the finance industry.
Jared Jameson (CRD# 4489225) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. Jared Jameson 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.
William Jameson (CRD# 1483978) is an Investment Advisor Representative working at Wj Interests, LLC in Sugar Land, TX and has 1 year of experience in the finance industry. William Jameson 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.
James Jones (CRD# 5894020) is an Investment Advisor Representative working at Mdx Wealth Management in Sugar Land, TX and has over 12 years of experience in the finance industry.
Terry Kelly (CRD# 2434554) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Sugar Land, TX and has over 27 years of experience in the finance industry.
Russell Kemp (CRD# 4786873) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Sugar Land, TX and has over 20 years of experience in the finance industry. Russell Kemp 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.