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Robert S

CFP®, Series 66

Cypress, TX

Redfish Capital

Robert Simpton is a CFP® with 23 years of industry experience, currently serving as an advisor at Redfish Capital. His career includes roles at SCF Securities, WFG Advisors, and as a sole proprietor since 2002. Outside of his advisory work, he is a notary public. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor portfolios to client goals, coordinating closely with clients’ other professional advisors.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael G

Series 65

Cypress, TX

Redfish Capital

Michael Gault is a financial advisor at Redfish Capital with 23 years of industry experience. He holds a Series 65 designation and previously worked at Kempner Capital Management, Inc. for 24 years. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a mix of fundamental, technical, charting, and cyclical analysis in portfolio management and offers integrated services including insurance and accounting through affiliated businesses.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Douglas M

Series 63, Series 65

Cypress, TX

Redfish Capital

Douglas Murrill is a financial advisor at Redfish Capital with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Redfish Capital Management LLC since 2010. Outside of his advisory role, he serves as an officer of the Joe Murrill Family Foundation. Redfish Capital provides discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and business entities. The firm employs a variety of investment strategies tailored to client goals and coordinates with other professional advisors, while also offering affiliated insurance and accounting services.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Christo Z

Series 63, Series 66

Cypress, TX

Redfish Capital

Christo Zgourides is a financial advisor at Redfish Capital with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Park Avenue Securities and Comcast. He also serves as a board member for AHEPA 29, Inc. and works as an insurance agent with Guardian Life Insurance. Redfish Capital offers discretionary asset management, financial planning, and ERISA 3(21) retirement plan advisory services to individuals, high-net-worth clients, and businesses. The firm employs a blend of fundamental and technical analyses and integrates insurance and accounting services through affiliated businesses.

General retirement planning Income planning Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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