TOP 30 Certified financial planning services in Houston, Texas

Mark Cannon - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3200 Southwest Freeway, Houston, Texas, United States. Mark Cannon holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Mark Cannon is dedicated to providing comprehensive financial planning services to clients, with expertise in asset management, retirement planning, estate planning, investment strategies, risk management, and more. With a commitment to ethical practices and continuous education, Mark Cannon offers personalized financial solutions to individuals, retirees, small business owners, and high net worth clients.

Rashonner Lillie - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5151 San Felipe Street, Houston, Texas, United States. The institution offers a range of certifications and designations including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. The advisors at Rashonner Lillie are highly trained and dedicated to providing expert financial advice to their clients, including veterans and military personnel.

Thalia Christy Savvidis is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States. Thalia holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Thalia specializes in providing comprehensive financial planning services to individuals and businesses, with expertise in asset management, retirement planning, estate planning, investment strategies, insurance products, and more. Thalia is dedicated to upholding the highest ethical standards and continuing education to best serve her clients in achieving their financial goals.

James Frankowski is a Financial Advisor at Ameriprise Financial Services, LLC located at 363 North Sam Houston Parkway East, Houston, Texas, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. He is dedicated to providing comprehensive financial advice and planning to individuals, retirees, small business owners, and high net worth clients. His commitment to ethics and ongoing education ensures that he is well-equipped to help clients achieve their financial goals.

Kim Latimer is a Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 5151 San Felipe Street in Houston, Texas, United States. Kim holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Kim specializes in providing expert financial advice and planning services for individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a strong focus on ethics and professionalism, Kim is dedicated to helping clients achieve their financial goals and secure their financial future.

Barbara Paige - Financial Advisor, Ameriprise Financial Services, LLC located at 5151 San Felipe Street, Houston, Texas, United States offers a wide range of financial services. Barbara Paige holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate her expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Barbara Paige can provide personalized financial advice tailored to your specific needs. Contact Barbara Paige at Ameriprise Financial Services for professional and ethical financial guidance.

Edward Jones - Financial Advisor: Keith Nix, CRPC™ is a reputable finance institution located at 357 West 19th Street in Houston, Texas, United States. As a Certified Retirement Planning Counselor, Keith Nix offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keith Nix, CRPC™ is dedicated to providing top-notch financial services to individuals and families in the Houston area.

Merrill Lynch Financial Advisor Patrick L Elkins is a finance institution located at 800 Capitol Street in Houston, Texas, United States. The institution, Elkins, Utz, Saunders, Brannen & Associates, values building strong relationships through teamwork and involvement. They provide financial advice and guidance, utilizing the global investment capabilities of Merrill and the banking convenience of Bank of America. The institution believes in starting every relationship with a conversation to understand and prioritize the goals that matter most to their clients. They offer personalized financial planning services, focusing on helping clients achieve their financial goals, whether it's retirement planning, saving for a home, funding education, or passing wealth to future generations. The team at Elkins, Utz, Saunders, Brannen & Associates is committed to understanding each client's unique needs and providing tailored solutions to help them pursue their aspirations. They offer a range of services including investment strategies, financial planning, and comprehensive financial solutions. The institution is dedicated to helping clients stay on track towards their goals, regardless of market fluctuations. Certified Financial Planner professionals at the institution ensure that clients receive expert guidance and support in their financial decision-making. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Patrick L Elkins aims to help clients achieve their financial goals and live their best financial life.

Cecilia Garcia - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 3200 Southwest Freeway, Houston, Texas, United States, is a finance institution offering a range of specialized certifications and designations to provide comprehensive financial planning services. Cecilia Garcia holds certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Cecilia Garcia is dedicated to providing clients with personalized, ethical, and comprehensive financial advice to help them achieve their financial goals.

Edward Jones - Financial Advisor: John Kaleh, AAMS™|CRPC™ is a reputable finance institution located at 602 Sawyer Street in Houston, Texas, United States. With a focus on providing personalized financial advice and guidance, John Kaleh, a certified AAMS™ and CRPC™ professional, offers expert financial planning services to help clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, clients can trust Edward Jones and John Kaleh to provide tailored solutions to meet their individual needs. With a commitment to integrity and excellence, this institution is dedicated to helping clients secure their financial future.

C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 11 East Greenway Plaza, Houston, Texas, United States. The institution offers a wide range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, Chartered Life Underwriter Designation®, and CFMA®, among others. These designations cover various aspects of financial planning, asset management, estate planning, retirement planning, investment strategies, and more. The institution is dedicated to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and veterans. The team at C Travis Saacke - Private Wealth Advisor, Ameriprise Financial Services, LLC is committed to upholding the highest ethical standards and staying up-to-date with the latest industry knowledge to best serve their clients.

Crystal Garrett is a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Crystal holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Crystal is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. Crystal's expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products ensures that clients receive tailored financial advice to meet their specific needs. With a commitment to professionalism and ethics, Crystal is a trusted partner in helping clients achieve their financial goals.

Located at 2800 Post Oak Boulevard in Houston, Texas, Merrill Lynch Financial Advisor Christopher J. Ruiz is a finance institution dedicated to building and maintaining strong relationships with clients. With over 21 years of experience in the financial services industry, Christopher Ruiz is a CERTIFIED FINANCIAL PLANNER™ professional, Senior Portfolio Advisor, and Wealth Management Advisor. Specializing in investment portfolio management, financial strategies, and leveraging connections at Bank of America, N.A., Christopher is committed to helping clients make important financial decisions. Named to the Forbes "Best-in-State Wealth Management Teams" list in 2024 and 2023, Christopher Ruiz is part of The Sheffield Group team at Merrill Lynch. His team is comprised of talented individuals who provide personalized service and build trust with clients. Merrill Personal Wealth Analysis™ can help clients create a personalized plan focused on their goals. Recognized by Forbes for his expertise, Christopher Ruiz and his team are dedicated to providing exceptional financial advice and service to clients in Houston and beyond.

Josh Beasley is a Financial Advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Josh Beasley is equipped to provide expert financial advice tailored to the unique needs of individuals. From asset management to retirement planning, estate planning to investment strategies, Josh Beasley offers comprehensive financial services to help clients achieve their financial goals. Additionally, Josh Beasley specializes in areas such as domestic partnership planning, estate planning, and investment fiduciary practices. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Josh Beasley can provide personalized financial guidance to help you navigate the complexities of the financial world.

HONG FINANCIAL is a finance and insurance agency located at 3110 Antoine Drive in Houston, Texas. Specializing in life, disability, long-term care insurance, employee benefits, and executive planning, our experienced team is dedicated to finding the right solutions for your needs. We prioritize customer service and work tirelessly to represent you in the complex insurance landscape. As an insurance brokerage, we focus on providing the highest level of service and integrity, tailored to meet the needs of businesses, individuals, attorneys, Certified Financial Planners, and CPAs. Let HONG FINANCIAL help you navigate the world of insurance to ensure your needs are met.

Audree Begay - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3200 Southwest Freeway, Houston, Texas, United States. Audree Begay holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, Chartered Life Underwriter Designation®, and Certified Military Financial Advisor® (CFMA®). These certifications cover a wide range of financial planning topics such as asset management, estate planning, retirement planning, investment strategies, and more. Audree Begay is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those in need of specialized financial planning for unique situations such as divorce or military service. With a commitment to ethics and ongoing education, Audree Begay is well-equipped to help clients navigate complex financial decisions and achieve their long-term financial goals.

Located at 800 Capitol Street in Houston, Texas, Merrill Lynch Financial Advisor Shawn D Farrokh offers insights, observations, and ideas to help clients pursue their financial goals. With 19 years of experience in the financial services industry, Shawn focuses on serving his clients' needs by providing personalized financial plans. He holds a bachelor's degree in Foreign Language and an MBA in Finance from Saint Joseph's University. Shawn follows the Merrill tradition of community involvement, volunteering with organizations in the area. He believes in building personalized plans centered on clients' goals and priorities. By understanding clients' investment preferences through the Investment Personality Assessment, Shawn customizes financial approaches to help clients pursue what matters most to them.

Edward Jones - Financial Advisor: Jim Carranza, AAMS™ is a reputable finance institution located at 700 Rockmead Drive in Houston, Texas, United States. With a focus on providing personalized financial planning and investment services, Jim Carranza, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or build wealth for the future, Jim Carranza, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in Edward Jones - Financial Advisor: Jim Carranza, AAMS™ for professional and reliable financial advice.

Merrill Lynch Financial Advisor Brian F LaRocca, located at 600 Rockmead Drive, Houston, Texas, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Brian LaRocca can help you navigate today's changing market conditions. As a Wealth Management Client Associate and Resident Director Assistant, Brian LaRocca prioritizes understanding your family, goals, and priorities to create a customized financial approach. By participating in the Merrill tradition of community service, he builds strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor NANCY NGUYEN, located at 2800 Post Oak Boulevard, Houston, Texas, United States, is dedicated to managing your wealth by understanding your full financial picture. With access to investment insights from Merrill and banking solutions from Bank of America, Nancy Nguyen can help create a personalized strategy tailored to your goals and priorities. Through Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your aspirations and focused on what you want to achieve. Nancy Nguyen believes in the importance of building relationships through conversations to identify and prioritize your goals, whether it be planning for retirement, saving for a home, or funding a child's education. As a Merrill Lynch Wealth Management Advisor, Nancy Nguyen focuses on what matters most to you - your family, goals, and priorities. By getting to know you personally, she can design and implement a customized plan to help you pursue financial goals while managing investment risk. By regularly reviewing your progress and adjusting your financial approach as needed, Nancy Nguyen aims to help you stay on track to achieve what's most important to you.

Merrill Lynch Financial Advisor Erik G Kingshill is a finance institution located at 2800 Post Oak Boulevard, Houston, Texas, United States. The Kingshill Group aims to provide exceptional client experiences in wealth planning, investment management, and service. They understand the complexities and challenges facing families in an ever-evolving financial world. The institution is dedicated to helping clients through various stages of their financial lives, offering services such as saving goals assessment, retirement planning, and wealth transfer strategies. The team at Merrill Lynch Wealth Management Advisors is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and access to comprehensive financial solutions from Bank of America. By getting to know each client personally, they can create a financial approach that reflects individual needs and priorities. The institution provides the latest investment insights, tips, and strategies to help clients achieve their financial goals. With certifications from reputable organizations such as the Certified Financial Planner Board of Standards, Inc. and The College for Financial Planning Institutes Corp., clients can trust in the expertise and professionalism of Merrill Lynch Financial Advisor Erik G Kingshill.

Matthew Shaw, a Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, offers a wide range of financial services to individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Matthew Shaw is equipped to provide expert advice on asset management, retirement planning, estate planning, investment strategies, and more. As a Certified Financial Planner™, Matthew Shaw upholds the highest standards of excellence in personal financial planning. Whether you are looking for advice on investments, insurance products, estate planning, or retirement planning, Matthew Shaw is here to help you achieve your financial goals. Contact Matthew Shaw today to schedule a consultation and take the first step towards a secure financial future.

Elton Wong is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza, Houston, Texas, United States. Elton Wong holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Elton Wong's expertise in various financial areas such as asset management, retirement planning, estate planning, investment management, and more. Elton Wong is dedicated to providing clients with comprehensive financial planning services and guiding them towards achieving their financial goals.

Cynthia F Crump, a financial advisor at Ameriprise Financial Services, LLC located at 11 Greenway Plaza in Houston, Texas, is dedicated to helping clients prepare for their financial goals. By offering personalized advice tailored to each individual's needs, Cynthia strives to help clients feel more confident and in control of their financial future. With a focus on saving for college, retirement planning, smart investments, and more, Cynthia aims to help clients navigate the expected and unexpected events in life. She is properly registered to conduct securities business in certain states and encourages potential clients to visit FINRA's BrokerCheck website for more information. Whether discussing stock market trends or creating a comprehensive financial plan, Cynthia is committed to helping clients achieve their financial goals. Contact Cynthia F Crump at Ameriprise Financial Services, LLC today to start planning for a secure financial future.

Merrill Lynch Financial Advisor Lucas Mendez is a finance institution located at 2800 Post Oak Boulevard in Houston, Texas, United States. Following the deep-seated Merrill tradition of community involvement, Lucas Mendez volunteers with organizations in the community. Specializing in personalized financial planning through Merrill Personal Wealth Analysis™, Lucas and his team of talented individuals at Merrill Lynch Wealth Management are dedicated to building strong client relationships based on trust and personalized service. As a Registered Senior Wealth Management Client Associate, Lucas focuses on helping clients achieve their goals, whether it's planning for retirement, saving for a home, or funding a child's education. By using the Investment Personality Assessment, Lucas gains a deeper understanding of his clients' investing preferences to customize financial approaches that align with their goals. With access to Merrill's investment insights and banking solutions from Bank of America, Lucas helps clients manage, grow, and preserve their wealth for the future. By regularly reviewing and adjusting financial approaches based on clients' changing needs and goals, Lucas ensures that clients stay on track to achieve what matters most to them. Certified in multiple states and registered with the CFP Board, Lucas Mendez offers personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

JT Wiederholt - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 3200 Southwest Freeway in Houston, Texas, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a variety of financial planning areas including asset management, estate planning, retirement planning, and investment strategies. The institution is dedicated to providing expert financial advice and services to individuals and businesses, with a focus on ethical practices and comprehensive knowledge in the field of finance.

Edward Jones - Financial Advisor: Diana G Van Horn, CFP® is a reputable financial institution located at 20121 West Lake Houston Parkway in Humble, Texas, United States. With a focus on providing personalized financial planning services, Diana G Van Horn, a Certified Financial Planner, offers expert guidance and expertise to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for the future, Diana G Van Horn and her team at Edward Jones are dedicated to providing exceptional service and tailored solutions to meet your individual needs. Trust Edward Jones - Financial Advisor: Diana G Van Horn, CFP® for all your financial planning needs.

Edward Jones - Financial Advisor: Matt Prucha, CFP®|AAMS™|CRPC™ is a leading financial institution located at 1710 West Lake Houston Parkway in Houston, Texas, United States. As a Certified Financial Planner (CFP®), Accredited Asset Management Specialist (AAMS™), and Chartered Retirement Planning Counselor (CRPC™), Matt Prucha offers expert financial advice and services to help clients achieve their financial goals. With a focus on personalized and comprehensive financial planning, Edward Jones provides a range of services including investment management, retirement planning, estate planning, and more. Trust in Edward Jones and Matt Prucha to help you secure your financial future.

Scott Tiras - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 11 Greenway Plaza, Houston, Texas, United States, offers a range of financial services to meet the needs of individuals and businesses. Scott Tiras holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, demonstrating his expertise in asset management, estate planning, retirement planning, and investment strategies. With a focus on ethical practices and ongoing education, Scott Tiras provides personalized financial advice to help clients achieve their financial goals. Additionally, Scott Tiras is a Certified Divorce Financial Analyst, specializing in financial issues surrounding divorce. Whether you are planning for retirement, managing investments, or navigating complex financial situations, Scott Tiras can provide the guidance and expertise you need.

David Hoffman is a financial advisor at Ameriprise Financial Services, LLC located at 5151 San Felipe Street in Houston, Texas, United States. He holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics including asset management, retirement planning, estate planning, investment strategies, and more. David Hoffman is dedicated to providing expert financial advice to individuals and businesses, helping them navigate the complexities of financial planning and investment management with integrity and professionalism.