Bryan Wing, Cfp®

Bryan Wing, Cfp® Email and Phone Number

Because your retirement is more than just investments. @ PAX Financial Group, LLC
san antonio, texas, united states
Bryan Wing, Cfp®'s Location
San Antonio, Texas, United States, United States
Bryan Wing, Cfp®'s Contact Details

Bryan Wing, Cfp® phone numbers

About Bryan Wing, Cfp®

PAX FINANCIAL GROUP AT-A-GLANCEExperience – 100 years of combined experience in retirement planning, investment management, financial advice and insurance.Fiduciary – Yes! Placing clients’ interests first.Independent – Yes! We work for you, not for a parent company or shareholders.Compensation – Advisors are paid a salary, there’s no incentive to push products.Credentials – Our team includes multiple CERTIFIED FINANCIAL PLANNER™ and Accredited Investment Fiduciary ® professionalsMinimum – No minimums! We help individuals and families no matter where you’re starting from.

Bryan Wing, Cfp®'s Current Company Details
PAX Financial Group, LLC

Pax Financial Group, Llc

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Because your retirement is more than just investments.
san antonio, texas, united states
Employees:
25
Bryan Wing, Cfp® Work Experience Details
  • Pax Financial Group, Llc
    Chief Investment Officer And Investment Planner
    Pax Financial Group, Llc Mar 2010 - Present
    San Antonio, Texas Area
    www.paxfinancialgroup.com Our Story In 2007, three Texas advisors were tired of the traditional “Wall Street” environment, which favored big business and high net worth individuals over everyone else. With sales quotas, conflicts of interest and hidden layers of fees, it was difficult for the average individual or family to get a fair shake.Each of these three founders were not raised in wealthy families. Instead, they worked their way up. They knew well the struggles that most people have with creating a secure future free from financial stress. Instead of helping the rich get richer, they wanted to help Middle America achieve a life of financial success and peace. Wanting to offer that better solution, these three Texans left their Fortune 100 employer to form PAX.o Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm. Because the SEC and state securities laws prohibit testimonials, any such postings are subject to swift removal.
  • Usaa
    Investment Advisor | Certified Financial Planner (Tm) | Insurance | Retirement | College Savings
    Usaa Jan 2008 - Feb 2010
    San Antonio, Tx
  • Massmutual Financial Group
    Investment Advisor | Retirement | College Savings
    Massmutual Financial Group Mar 2006 - Jan 2008
    San Antonio< Tx

Bryan Wing, Cfp® Skills

Wealth Management Investments Retirement Planning Investment Strategies Strategic Financial Planning Portfolio Management Mutual Funds Retirement Investment Management Financial Advisory Alternative Investments Financial Analysis Securities Certified Financial Planner 401k Rollovers 529 Plans Term Life Insurance Health Insurance College Education Planning Budgeting Fiduciary Social Security Indexed Annuities Legacy Giving Asset Management Disability Insurance Group Insurance Cash Management Cfp Independent Financial Advice 401k Estate Planning Asset Allocation Entrepreneurship Small Business Leadership Long Term Care Financial Planner Personal Financial Planning High Net Worth Individuals Fixed Annuities Charitable Giving Index Funds Etfs Rollovers Dynamic Asset Allocation Retirement Plan Consulting Series 7 Wealth

Bryan Wing, Cfp® Education Details

Frequently Asked Questions about Bryan Wing, Cfp®

What company does Bryan Wing, Cfp® work for?

Bryan Wing, Cfp® works for Pax Financial Group, Llc

What is Bryan Wing, Cfp®'s role at the current company?

Bryan Wing, Cfp®'s current role is Because your retirement is more than just investments..

What is Bryan Wing, Cfp®'s direct phone number?

Bryan Wing, Cfp®'s direct phone number is +121087*****

What schools did Bryan Wing, Cfp® attend?

Bryan Wing, Cfp® attended University Of The Incarnate Word, Rice University.

What are some of Bryan Wing, Cfp®'s interests?

Bryan Wing, Cfp® has interest in Children, Health, Education, Reading, Science And Technology, Running, Human Rights, Arts And Culture, Activities, Playing Golf.

What skills is Bryan Wing, Cfp® known for?

Bryan Wing, Cfp® has skills like Wealth Management, Investments, Retirement Planning, Investment Strategies, Strategic Financial Planning, Portfolio Management, Mutual Funds, Retirement, Investment Management, Financial Advisory, Alternative Investments, Financial Analysis.

Who are Bryan Wing, Cfp®'s colleagues?

Bryan Wing, Cfp®'s colleagues are Cassidy Kusenberger, Alejandra Bryant, Lucas Macdonald, Greyson Hanna, Cfp®, Jacob Campbell, Cfp®, Lauren Nikkel, Charles Garcia, Jd, Cfp®.

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