About
We provide financial planning, investment management and tax preparation services. I have the following licenses and credentials: CPA, CFP and Chartered Financial Analyst (CFA). I have held a CPA license since 1985 and have been managing investments and preparing financial planning reports since 1989.
Reviews
John I.
Frequently asked questions
What is your typical process for working with a new customer?
We have an initial complimentary meeting with clients, usually 1/2 hour to an hour long, where prospective clients provide us with information necessary to evaluate their financial situation. We will then provide a quote on services for which the prospective client has an interest. This might include recommendations about different services that we could provide as a part of a more integrated financial plan.
What education and/or training do you have that relates to your work?
Master of Business Administration, Rice University, with concentrations in Finance, Accounting and Public Management.
Bachelor of Arts, Rice University, with majors in Economics and Managerial Studies.
Certified Public Accountant (Licensed in Ohio and Texas)
Certified Financial Planner (CFP Board)
Chartered Financial Analyst (CFA Institute)