Retirement Planners Of Texas, LLC
Retirement Planners Of Texas, LLC (CRD# 170299) is a financial advisory firm headquartered in Houston, TX. They manage $6,000,000 in 34 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management6MILLION
Total Number of Accounts34ACCOUNTS
Average Account Value$176,471
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
Jesse Dietz (CRD# 1956042) is an Investment Advisor Representative working at Retirement Planners Of Texas, LLC in Houston, TX and has over 17 years of experience in the finance industry. Jesse Dietz 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.