Carey Kesner, Cfp®

Carey Kesner, Cfp® Email and Phone Number

Founder & President @ Mosaic @ Mosaic
Carey Kesner, Cfp®'s Location
Houston, Texas, United States, United States
Carey Kesner, Cfp®'s Contact Details
About Carey Kesner, Cfp®

Advisor to Texas-based entrepreneurial families and their professional teams

Carey Kesner, Cfp®'s Current Company Details
Mosaic

Mosaic

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Founder & President @ Mosaic
Carey Kesner, Cfp® Work Experience Details
  • Mosaic
    Founder & President
    Mosaic Feb 2012 - Present
    Houston, Texas, Us
    Mosaic serves Texas-based entrepreneurial families and their Family Offices.We don't work on a percentage of assets,commissions, success fees, hourly billing, orprojects. Instead, we agree on a fixed, quarterlyfee based on the scope of work to be performedand the value we believe we can add. Familiescan terminate their relationship with Mosaic atany time, for any reason.
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Carey Kesner, Cfp® Skills

Wealth Management Estate Planning Asset Management Risk Management Financial Planning Asset Protection Asset Allocation Wealth Transfer

Carey Kesner, Cfp® Education Details

  • Houston Christian University - Archie W. Dunham College Of Business
    Houston Christian University - Archie W. Dunham College Of Business
    Finance
  • Rice University
    Rice University
    Certified Financial Planner Certification Education Program

Frequently Asked Questions about Carey Kesner, Cfp®

What company does Carey Kesner, Cfp® work for?

Carey Kesner, Cfp® works for Mosaic

What is Carey Kesner, Cfp®'s role at the current company?

Carey Kesner, Cfp®'s current role is Founder & President @ Mosaic.

What is Carey Kesner, Cfp®'s email address?

Carey Kesner, Cfp®'s email address is ca****@****ail.com

What is Carey Kesner, Cfp®'s direct phone number?

Carey Kesner, Cfp®'s direct phone number is +171359*****

What schools did Carey Kesner, Cfp® attend?

Carey Kesner, Cfp® attended Houston Christian University - Archie W. Dunham College Of Business, Rice University.

What skills is Carey Kesner, Cfp® known for?

Carey Kesner, Cfp® has skills like Wealth Management, Estate Planning, Asset Management, Risk Management, Financial Planning, Asset Protection, Asset Allocation, Wealth Transfer.

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