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Financial Planning

Financial Planning

Plan your financial future.

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Founders Club Invitation

January 6, 2015 by

We would like to invite you to become a program founder and member of the Financial Planning Founders’ Club. Our goal is to build a network of Financial Planners who are engaged in the program who provide advice and counsel, hire our students and participate in their education.

2014-2015 Founders’ Club Members:

Lane Keller, CPA/PFS, CFP
KMH Wealth Management, LLC
Victoria, Texas

BEP_2967

Bill E. Carter, CFP®, CLU®, ChFC
Carter Financial Management
Dallas, Texas

Jorge A Bermudez, MS
Byebrook Group
College Station, Texas

BEP_2973

Wm. Jene Tebeaux, CFP®, CFA®, CAIA®
David Hailey, CTFA®, CFP®
Sarah Buenger, CFP®
Paragon Financial Advisors
College Station, Texas

 

For more information and how to become a Financial Planning Founders’ Club member click here.

Filed Under: News

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
Traditions Wealth Advisors

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Contact us

Financial Planning Program
(979) 845-5223
financialplanning@tamu.edu

600 Kimbrough Blvd.
210C AGLS Bldg
TAMU 2124
College Station, TX 77843-2124

Links & Resources

CFP Board of Standards
Texas A&M University
College of Agriculture & Life Sciences
Department of Agricultural Economics

Disclaimer

Texas A&M University does not award the CFP® certificate. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM 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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