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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.
Ronald Kudlacek (CRD# 4738374) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Cypress, TX and has over 20 years of experience in the finance industry. Ronald Kudlacek 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.
Donald Kusak (CRD# 2418643) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 30 years of experience in the finance industry.
Kevin Kusak (CRD# 4829510) is an Investment Advisor Representative working at Concourse Financial Group Advisors in Cypress, TX and has over 19 years of experience in the finance industry. Kevin Kusak 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.
Raymond Leslie (CRD# 4609112) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 21 years of experience in the finance industry.
Eric Lian (CRD# 6724369) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 6 years of experience in the finance industry.
Gregory Loyacano (CRD# 4164706) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, TX and has over 23 years of experience in the finance industry.
Quan Luu (CRD# 4540155) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Cypress, TX and has over 21 years of experience in the finance industry.
Zachary Majors (CRD# 5764906) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 14 years of experience in the finance industry. Zachary Majors 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 Marks (CRD# 2510771) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Cypress, TX and has over 29 years of experience in the finance industry. Michael Marks 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 McMahon (CRD# 4551595) is an Investment Advisor Representative working at Lpl Financial LLC in Cypress, TX and has over 21 years of experience in the finance industry.