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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.
Zachary Welborn (CRD# 6722972) is an Investment Advisor Representative working at Manske Wealth Management, LLC in Houston, TX and has 4 years of experience in the finance industry.
David Chazin (CRD# 4506422) is an Investment Advisor Representative working at Insight Wealth Strategies, LLC in San Ramon, CA and has over 17 years of experience in the finance industry.
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Gregory Falzone (CRD# 2984309) is an Investment Advisor Representative working at Capstone Asset Management Company in Houston, TX and has over 16 years of experience in the finance industry.
R. Randall Rainey (CRD# 4570460) is President and CEO of Capital Management Advisors LP in Houston, TX with over 13 years of experience in the finance industry.
Steven Thorpe (CRD# 5920757) is an Investment Advisor Representative working at Morgan Stanley in Houston, TX and has over 6 years of experience in the finance industry.
Robert Wyrick, Jr. (CRD# 1219995) is an Investment Advisor Representative working at Post Oak Private Wealth Advisors in Houston, TX and has over 23 years of experience in the finance industry.
Karen Abramski (CRD# 4079212) is an Investment Advisor Representative working at Lpl Financial LLC in Houston, TX and has over 19 years of experience in the finance industry. Karen Abramski 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.
Stephen Adell (CRD# 2115641) is an Investment Advisor Representative working at Adell Harriman & Carpenter in Houston, TX and has over 29 years of experience in the finance industry. Stephen Adell 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.