Evensky & Katz/foldes Financial Wealth Management
Evensky & Katz/foldes Financial Wealth Management (CRD# 109698) is a financial advisory firm headquartered in Coral Gables, FL. They manage $2,096,140,312 in 4,399 accounts and serve the financial needs of clients across 23 states (or territories).
-
Total Assets Under Management2,096MILLION
-
Total Number of Accounts4,399ACCOUNTS
-
Average Account Value$476,504
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, FL, GA, IL, LA, MA, MD, MI, MO, NC, NJ, NY, OH, PA, SC, TN, TX, VA, VT, WA
Roxanne Alexander (CRD# 4784719) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 16 years of experience in the finance industry. Roxanne Alexander 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.
Anne Bednarz (CRD# 6382206) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Anne Bednarz 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.
Aldo Castaneda (CRD# 6804147) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Aldo Castaneda 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.
Harold Evensky (CRD# 1146318) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 38 years of experience in the finance industry. Harold Evensky 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.
Danqin Fang (CRD# 6663145) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has 1 year of experience in the finance industry. Danqin Fang 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.
Brian Fischer (CRD# 5287428) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 6 years of experience in the finance industry. Brian Fischer 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.
Steven Foldes (CRD# 2257102) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 25 years of experience in the finance industry. Steven Foldes 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.
Taylor Gang (CRD# 4902806) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 13 years of experience in the finance industry. Taylor Gang 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 Garcia (CRD# 5582876) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 12 years of experience in the finance industry. David Garcia 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.
Michael Hoeflinger (CRD# 2466146) is an Investment Advisor Representative working at Evensky & Katz/foldes Financial Wealth Management in Coral Gables, FL and has over 26 years of experience in the finance industry. Michael Hoeflinger 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.