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Financial Planning

Plan your financial future.

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Welcome to Financial Planning at Texas A and M

TD Ameritrade Institutional, Program Sponsor

Carter Financial Management, Founder's Club member

KMH Wealth Management, Founder's Club member

Paragon Financial Advisors, Founder's Club member

Jorge A. Bermudez, Founder's Club member

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Financial Planning Program
979.845.5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C Agricultural and Life Sciences Bldg.
College Station, TX 77843-2124

Texas A&M University does not award the CFP^® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^TM and federally registered CFP^® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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