Aj Bunn, Cfp® Email & Phone Number

AJ is a Wealth Advisor at BentOak Capital, based in the Lubbock office. In this capacity, he collaborates with clients to articulate and pursue their financial goals and employs a dedicated approach to breaking down the stereotypical advisor profile by simplifying the intricacies of the often overwhelming financial landscape. AJ holds the CFP® certification in the highest regard, emphasizing his belief that a genuine financial plan transcends a basic investment strategy or financial product. The Client-Advisor relationship is rooted in honesty, trust, and diligence, addressing all aspects of an individual’s life.Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Garrett Wealth Advisory Group, LLC., dba BentOak Capital, a Registered Investment Advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section below.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with BentOak Capital may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Listed skills include Leadership, Microsoft Office, Client Focused, Microsoft Word, and 12 others.