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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
James Angell (CRD# 2576963) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 22 years of experience in the finance industry.
Christopher Angelo (CRD# 6046213) is an Investment Advisor Representative working at S Squared Advisors LLC in Austin, TX and has over 12 years of experience in the finance industry.
Steven Ankerstar (CRD# 6251545) is an Investment Advisor Representative working at Afterburner Financial, LLC in Round Rock, TX and has over 4 years of experience in the finance industry.
Steve holds a Bachelor of Engineering degree, and has completed three Masters Degrees as well as the first two years of his Ph.D. in Finance. He has also achieved the CERTIFIED FINANCIAL PLANNER® certification, a standard recognized internationally.
With three decades of experience in financial and investment markets having invested since the age of 16, Steve performed pro bono financial planning while in...
Erik Antener (CRD# 5329953) is an Investment Advisor Representative working at Park Avenue Securities LLC in Austin, TX and has over 16 years of experience in the finance industry.
Kenneth Anton (CRD# 4055020) is an Investment Advisor Representative working at Cwm, LLC in Austin, TX and has over 24 years of experience in the finance industry.
you.
You’re smart.
You make good money. You have an amazing family. And now… you’re ready to stop “winging it” and take your financial life to the next level.
You may have stock options or benefits packages you need decoded. Or you need to make smart decisions so your retirement nest egg will go the distance.
You’re open, willing, and ready to invest the time, money, and energy into a financial planning relationship that will make your future secure and financially free.
We’re so glad you found your way to our small corner of the internet! We can’t wait to help...
John Ard (CRD# 2537694) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Austin, TX and has over 29 years of experience in the finance industry.
Jessica Arenivar (CRD# 6979426) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Austin, TX and has over 5 years of experience in the finance industry.
Betty Arias (CRD# 1820304) is an Investment Advisor Representative working at Waterloo Capital in Austin, TX and has over 36 years of experience in the finance industry. Betty Arias 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.
Vj Arjan (CRD# 5471292) is an Investment Advisor Representative working at Concap LLC in Bee Cave, TX and has over 8 years of experience in the finance industry. Vj Arjan 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.