Advisor at Concert Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Houston, TX 77092
Credentials
CFP®, CFA®
Industry experience
20 years
Concert Financial Planning is designed for BigLaw attorneys, who feel like their life is going “live” and need to take action to manage their finances.
There are many reasons that people find themselves looking for help, each one specific to their own story and situation. Whatever your reasons may be, I created Concert Financial Planning to help you organize your finances and get on the right path to achieving your goals.
I named the firm “Concert” for two reasons: One, it speaks to my personality and passion outside of work, in that I’ve played music since I was 9 years old. But more importantly, it speaks to the need to have all of the different aspects of your financial life work together “in concert”. I help you create a comprehensive strategy that looks at your cash flow, budget, retirement plan at work, investment accounts, student loans, emergency funds, insurance, estate plan (yes, you need one), tax strategy, and so much more. All of these things need to work together in order for any of them to be effective.
While a lot of these things sound boring compared to the excitement (or anxiety) that come along with investing, they are important. The good news is that by working with a professional, you can offload much of the day-to-day work that is required to maintain a financial plan, and instead focus on the things in life that are more important to you. That is why I’m here.
My formal background is this: I grew up in a family of financial professionals (grandfather, dad, and brother). I graduated from the University of Texas at Austin with a B.A. in Economics and have been working in the financial services industry ever since (15+ years). During that time, I not only obtained the requisite licenses, but earned rigorous certifications focused on financial planning (CFP®) and investment management (CFA®). After working with clients that were financial advisors themselves at large bank brokerages and independent firms across the country, I launched Concert Financial Planning to focus on what I found to be an under-served market: you!
My goal is to help high income individuals and families get on the right track early on so that they can avoid pitfalls and missed opportunities that can add up by the time most people get help, in or near retirement. I hope you’ll reach out so we can discuss what prompted your search for an advisor that identifies with your stage in life and is eager to help you navigate “When Life Goes Live”!
Based on Concert Financial Planning, LLC
0.80%
6000
$500+/hr
$1500+/qtr
Flat $6,000 per year, billed quarterly, until and unless Assets Under Management (AUM) total more than $750,000.00. IF AUM totals more than $750,000.00, then the AUM fee schedule REPLACES the $8,000 flat fee for ongoing services. This allows us to serve our niche with specialized attention without requiring asset management for those who prefer to do it on their own.
2950 North Loop West, Suite 500
Houston, TX 77092
California · District of Columbia · Georgia · Texas
4L Financial Academy
2023 - Present (3 years)
Clark Asset Management, LLC
2020 - 2022 (2 years)
Concert Financial Planning, LLC
2019 - Present (7 years)
Foreside Fund Services, LLC dba WisdomTree Investments, Inc.
2014 - 2019 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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