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Ian P
Series 65, Series 63
Burleson, TX
Financial Serenity, LLC
Ian Powell is a financial advisor at Financial Serenity, LLC in Burleson, TX, holding Series 63 and Series 65 licenses with five years of industry experience. His prior work includes roles at Woodbury Financial Services, Fortune Financial Services, Interactive Financial Advisors, and Battle Born Financial Advisor. Financial Serenity, LLC offers discretionary portfolio management, financial planning, and behavior-focused financial coaching to individuals, high-net-worth clients, corporations, and small businesses. The firm emphasizes long-term allocation models with ongoing monitoring and provides educational seminars and subscription coaching through its “Real Money Talk” program.
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