Best Consultants Houston Near Me

Craig Parks

Skills

• Position: Wealth Advisor, CERTIFIED FINANCIAL PLANNER™ professional and Founder
• Current company: Houston Wealth Management

Will Monroe

Skills

• Derivatives
• Financial Modeling
• Valuation
• Financial Analysis
• Private Equity
• Corporate Finance
• Equities
• Portfolio Management
• Options
• Commodity
• Hedge Funds
• Hedging
• Capital Markets
• Finance
• Trading
• Investment Banking
• Fixed Income
• Bloomberg
• Financial Services

• Position: Investment Advisor
• Current company: Callahan Advisors, LLC

Michael Kaplan

Skills

• 401k Rollovers
• Retirement Plan Consulting
• Qualified Retirement Plans
• Tax-advantaged Investment Strategies
• College Education Planning
• Annuity Strategies
• Estate Planning
• Wealth Management Services
• Portfolio Management
• Financial Services
• Management
• Investments
• Risk Management
• Strategic Planning
• Wealth Management
• Asset Allocation
• Banking
• Equities
• Fixed Income
• Mergers & Acquisitions

• Position: President and Wealth Advisor
• Current company: Kaplan Wealth Advisors

Empowering clients to help them achieve financial security is the fundamental principle that drives me and my team of professionals at Kaplan Wealth Advisors. Whether helping professionals in the medical and energy industries find tax-efficient ways to consolidate their investment portfolios; advising pre-retirees on how to skillfully position their assets for the long-term; or helping guide business owners on how to protect their wealth in the wake of a major liquidity event, I am dedicated to helping my clients manage their investments more effectively.

I combine the personalized services you would expect from a wealth management boutique with the vast resources of Prospera Financial Services. With access to specialized research, institutional investment managers and sophisticated financial planning tools, I strive to deliver “best in class” solutions through a “white glove” service model that has become the trademark of my practice. I am committed to helping my clients protect and grow their assets, and focus on preparing families and heirs for the transfer of wealth.

Areas of focus: Financial Planning, Wealth Management, Investment Management, Cash Flow and Liquidity, Lending Solutions, Education Funding, Retirement and Benefits Planning, and Philanthropic Services.

I live in Houston with two of his four children. When not hard at work or spending quality time with family and friends, I enjoy pickle ball, racquet ball, working out, reading, great bourbon, and traveling.

To contact me - michael@kaplanwealthadvisors.com
http://www.prosperafinancial.com/disclosures/

Craig Severin

Skills

• Asset Management
• Portfolio Management
• Strategic Planning
• Wealth Management
• Retirement Planning
• Financial Planning
• Investments
• Business Development
• Alternative Investments
• Client Relationships
• Regulatory Compliance
• Mutual Funds
• Financial Services
• Banking
• Financial Advisory
• Salesforce
• Microsoft Office Suite
• Communication
• Client Relations
• Customer Service

• Position: Sr. Financial Planner, CFP®
• Current company: RIA Advisors

Jonathan L. Penn, CFP®

Skills

• Financial Planning
• Investment Management
• Retirement Planning
• Market Development
• Capital Equipment
• Product Launch
• Sales Operations
• Investment Strategies
• Consulting
• Sales
• Business Development
• Business Process Improvement
• Account Management
• Financial Advisory
• Investments
• Cross-functional Team Leadership
• Facilitation
• Mentoring
• Surgeons
• Strategic Leadership

• Position: Sr. Relationship Manager
• Current company: RIA Advisors

Jonathan has over 13 years of experience serving the unique financial needs of individuals and families.
Prior to RIA Advisors, Jonathan was an advisor with a family wealth management office and a Financial Consultant/Vice President with Charles Schwab.

Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and is also a member of the Houston Chapter of the Financial Planning Association. Jonathan enjoys spending time with his wife Shauna, their two daughters, Audrey and Andie, and their houseful of “crazy critters.” Jonathan and his family support the humanitarian relief efforts of World Vision International.

The publication of any content on this page should not be construed by any user and/or prospective user as RIA Advisors's (i) solicitation to effect, or attempt to effect transactions in securities over the Internet, or (ii) provision of any investment, tax, or financial advice or services tailored to any particular individual’s financial situation or investment objective(s). No user should assume that this content serves as a substitute for individual personalized advice from an investment professional of the user’s choosing. For such advice, consult with a professional advisor.

Natalie Maxwell Shipp

Skills

• Position: Financial Advisor
• Current company: IMG Financial Group, Inc.

Ikechi Ojore

Skills

• Photography
• Video Editing
• Video Production
• Music Theory
• Music Education

• Position: Academic Advisor
• Current company: Houston Community College

Hunter Hargraves

Skills

• Storage
• Professional Services
• Managed Services
• Strategic Partnerships
• Solution Selling
• Solution Discovery
• Account Management
• Datacenter Virtualization
• Cloud Computing
• Security
• Software Product Management
• Microsoft Licensing
• Storage Solutions
• Network Services
• Sales
• SaaS
• New Business Development
• Business Development
• Servers
• Enterprise Software

• Position: Financial Advisor at Three Cords Wealth Management
• Current company: Three Cords Wealth Management Advisors

A Wealth Management Advisor in the Houston area, my mission is to help clients build, protect, and manage wealth today and for multiple generations to come. Working in the industry for nearly a decade, I know life never stands still. It evolves, journeys change, new possibilities arise. As your needs and goals change, so should your financial plan.

Whether you are a corporate executive, business owner or other professional, I enjoy working with people beginning to prepare for the transition to retirement and looking for financial guidance in the areas of wealth accumulation, distribution, protection and succession.

Areas of specialization include:

• Retirement Income Planning
• Risk Management
• Wealth Management
• Tax Strategies
• Financial Planning
• Consulting
• Estate Planning
• Advising

Investment advice offered through Integrated Partners, doing business as Three Cords Wealth Management, a registered investment advisor.