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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.
Norma Pena (CRD# 2215449) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 30 years of experience in the finance industry.
John Petersen (CRD# 2319905) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richmond, TX and has over 30 years of experience in the finance industry. John Petersen 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.
Austin St Laurent (CRD# 6520218) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 4 years of experience in the finance industry.
Christopher St. Laurent (CRD# 2609073) is an Investment Advisor Representative working at Lpl Financial LLC in Richmond, TX and has over 27 years of experience in the finance industry.
Gary Steen (CRD# 3038489) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, TX and has over 24 years of experience in the finance industry.
Scott Udkler (CRD# 5508273) is an Investment Advisor Representative working at Fifit LLC in Richmond, TX and has over 14 years of experience in the finance industry. Scott Udkler 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.
Allen Van Maanen (CRD# 4847686) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Richmond, TX and has over 18 years of experience in the finance industry.
Laurence Witte (CRD# 5500235) is an Investment Advisor Representative working at Edward Jones in Richmond, TX and has over 14 years of experience in the finance industry.
Vahn Doctolero (CRD# 4453158) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Richmond, TX and has over 8 years of experience in the finance industry.
Elliot Janota (CRD# 6947433) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Richmond, TX and has over 4 years of experience in the finance industry.