A complete list of active advisors currently associated with Planb Tax & Wealth Advisors LLC
Warmer can help you find a great advisor at Planb Tax & Wealth Advisors LLC or one who fits your needs even better.
The firm provides tax-aware wealth planning and portfolio management for individual clients and offers tax preparation and related advisory services through its tax practice. It also engages in sales of other financial products in addition to providing investment advisory services. The firm integrates tax planning into investment decisions, drawing on the principal’s longstanding CPA background and securities and insurance licenses (Series 7, 63 and 65). It notes use of tax-planning tools to support client strategies and also conducts educational seminars and workshops as part of its client service mix. What is distinctive is the firm’s unusually broad client profile for an independent advisory practice: in addition to individuals, it reports relationships with corporate and business clients, pension and profit-sharing plans, charitable organizations, accounting firms, insurance brokers and agents, banking or thrift institutions, insurance companies, state or municipal entities, other investment advisers and even a sovereign wealth fund. The brochure also discloses past compliance-related events and emphasizes a long-running tax practice (since the late 1990s) and multi-decade experience in the insurance industry that underpin its cross-disciplinary advisory work.
To learn more about the advisors currently working at Planb Tax & Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Richardson, TX
| 20
|
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