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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.
Jose Balcazar (CRD# 5415406) is an Investment Advisor Representative working at Monex Asset Management, Inc. in Houston, TX and has over 16 years of experience in the finance industry.
George Ball (CRD# 11332) is an Investment Advisor Representative working at Sanders Morris LLC in Houston, TX and has over 12 years of experience in the finance industry.
Robert Ball (CRD# 2419227) is an Investment Advisor Representative working at Texas Capital Bank Private Wealth Advisors in Houston, TX and has over 30 years of experience in the finance industry.
Rachel Ballengee (CRD# 5344019) is an Investment Advisor Representative working at The Mather Group, LLC in Houston, TX and has over 16 years of experience in the finance industry. Rachel Ballengee 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.
Warren Bane (CRD# 4958383) is an Investment Advisor Representative working at Mastodon Advisory Group in Houston, TX and has over 18 years of experience in the finance industry.
Jessica Banitt (CRD# 6756709) is an Investment Advisor Representative working at Linscomb Wealth, Inc. in Houston, TX and has over 7 years of experience in the finance industry. Jessica Banitt 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.
Maria Banuelos (CRD# 1039643) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Houston, TX and has over 40 years of experience in the finance industry.
Stephen Barber (CRD# 4617523) is an Investment Advisor Representative working at Sovereign Wealth Advisors LLC in Houston, TX and has over 21 years of experience in the finance industry.
Miguel Barbosa-Machado (CRD# 2948473) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Houston, TX and has over 22 years of experience in the finance industry.
Joseph Barbour (CRD# 5474035) is an Investment Advisor Representative working at Encompass More Asset Management LLC in La Porte, TX and has over 16 years of experience in the finance industry.