Mike Minter, Cfp®, Cfs® Email and Phone Number
Mike Minter, Cfp®, Cfs® work email
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Mike Minter, Cfp®, Cfs® personal email
Mike Minter, Cfp®, Cfs® phone numbers
Financial Synergies Wealth Advisors is a fee-only, Registered Investment Advisory (RIA) firm located in Houston, TX. We specialize in total wealth management services, focusing on financial planning and evidence-based investment management.As Chief Investment Officer, I use my expertise to develop our firm's evidence-based investment strategies to protect and grow clients’ portfolios. Our investment portfolios are designed to meet each client's risk-adjusted return goals over the long-term.If you’re at a point in your life where you feel like you need to get your arms around your finances / investments and put a plan together, I’d love the opportunity to visit about how we may be able to add value to your situation. To learn more about our services, please visit the webpage listed below.As a specialized firm with decades of experience, we strive to cover every base:- Growing your investments- Planning for retirement - Reducing taxes- Making smart Social Security and Medicare decisions - Designing full-service company retirement plans [401(k), 403(b), etc.]www.finsyn.comSchedule a meeting: https://www.finsyn.com/find-out-how/You can get in touch with me directly at: mminter@finsyn.com
Financial Synergies Wealth Advisors
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Chief Investment Officer | Managing PartnerFinancial Synergies Wealth AdvisorsHouston, Tx, Us
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Chief Investment Officer | ShareholderFinancial Synergies Wealth Advisors Feb 2003 - PresentHouston, Texas, UsInvestment management, financial planning, retirement planning, evidence-based investing, customized investment portfolios, advice and consultation. -
Official MemberForbes Finance Council Nov 2021 - PresentBoston, Ma, UsSharing insights on investing and financial planning with Forbes Finance Council, an invitation-only organization for successful senior-level financial services executives and leaders. -
Mutual Fund Operations AnalystInvesco Aim Jul 2000 - Feb 2003Mutual Fund operations and administration. Working as a liaison between company retirement plans and Invesco Aim.
Mike Minter, Cfp®, Cfs® Skills
Mike Minter, Cfp®, Cfs® Education Details
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Texas State UniversityBachelor Of Science
Frequently Asked Questions about Mike Minter, Cfp®, Cfs®
What company does Mike Minter, Cfp®, Cfs® work for?
Mike Minter, Cfp®, Cfs® works for Financial Synergies Wealth Advisors
What is Mike Minter, Cfp®, Cfs®'s role at the current company?
Mike Minter, Cfp®, Cfs®'s current role is Chief Investment Officer | Managing Partner.
What is Mike Minter, Cfp®, Cfs®'s email address?
Mike Minter, Cfp®, Cfs®'s email address is mminter@go.com
What is Mike Minter, Cfp®, Cfs®'s direct phone number?
Mike Minter, Cfp®, Cfs®'s direct phone number is +183264*****
What schools did Mike Minter, Cfp®, Cfs® attend?
Mike Minter, Cfp®, Cfs® attended Texas State University.
What are some of Mike Minter, Cfp®, Cfs®'s interests?
Mike Minter, Cfp®, Cfs® has interest in Portfolio Management, Investing, Certified Financial Planner, Money Management, Retirement Planning, Financial Planning, Investment Management.
What skills is Mike Minter, Cfp®, Cfs® known for?
Mike Minter, Cfp®, Cfs® has skills like Mutual Funds, Investment Management, Retirement Planning, Investments, Alternative Investments, Portfolio Management, Asset Allocation, Finance, Financial Advisory, Investment Advisory, Asset Management, Certified Financial Planner.
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