Houston Financial Center - Randy Swartz, MBA, CFP® / Financial Advisor in Fulshear, Texas

.RESIDENT OF WESTON LAKES/FULSHEAR

I am a Baylor MBA graduate as well as a CERTIFIED FINANCIAL PLANNER™ practitioner with over 25 years of experience in helping families and small business meet and exceed their financial goals.

Houston Financial Center - Associate
CERTIFIED FINANCIAL PLANNER™ License 01268 issued 1984
MBA, Baylor University, 1979
BS in Finance from Illinois State University in 1976
Texas Life and Health Insurance Agent
Texas Life and Health Insurance Counselor
IAR, Investment Advisory Representative, Symphonic Financial Advisors

As an associate of the Houston Financial Center, I am committed to maintaining standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals.
In all our professional relationships, we pledge ourselves to the following rule of ethical conduct:

"We shall, in the light of all conditions surrounding those we serve, which we shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, we would apply to ourselves.”

Resident of Weston Lakes, Texas

Volunteer in local area dog rescue organizations

Active Member and Wrangler of the Fulshear Area Chamber of Commerce

Former Junior Achievement advisor, former Board Member Houston Jaycees

Investment Advisory Services offered through Symphonic Financial Advisors. Insurance offered through Symphonic Insurance. Securities offered through Symphonic Securities, Member FINRA/SIPC, 400 Park Avenue, New York, NY 10022.

Certified Financial Board of Standards owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® in the U.S.

Specialties

401k Rollover Annuities & Life Insurance Asset Protection Certified Financial Planner CFP ® Charitable Planning College Planning Comprehensive Financial Planning Disability Income & Long Term Care Insurance Estate Planning Family Financial Planning Financial Advisor Financial Planner Financial Planning Financial Planning Advice And Services High Net Worth Planning Investment Consulting Investment Services MBA Passive Investment Strategies Retirement Distribution Plan Retirement Income Planning Retirement Planning Retirement Planning Advice And Services Retirement Planning. Rollover Of 401k Or IRA
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