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Advisors near 76048
Out of 400,000+ nationwide
Heath H
CFP®, Series 63, Series 66
Granbury, TX
H Cubed Financial Solutions
Travis G
CFP®
Granbury, TX
Kinetix Financial Planning
I’m Travis Gatzemeier, a CERTIFIED FINANCIAL PLANNER™ professional and the founder of Kinetix Financial Planning. I believe money is a tool that can unlock the optionality of life. My goals are to help optimize your cash flow, grow wealth, and pay less money to Uncle Sam through dynamic financial planning and investment management. Prior to my career as a financial planner, I graduated with a business degree from the University of North Texas in Denton, Texas. I began my professional career at a large brokerage firm where I learned the ins and outs of the financial markets. During this time I was able to gain valuable experience in financial markets, risk management, and personal finance. I then found my path working as a wealth manager for a small financial firm serving pre-retirees and retirees which included selling insurance to clients. I realized that insurance sales mixed with financial planning created a huge conflict of interest! I made the decision to become a fee-only financial planner in order to give my clients real financial advice with limited conflicts of interest. On a personal note, I live in the Dallas/ Fort Worth area but grew up a small-town kid in central Texas. When I am not helping my clients, I enjoy the outdoors, traveling, reading, or listening to the next queued up podcast. In addition, I am a supporter of the professional sports teams in the Dallas/Fort Worth area. An avid outdoorsman – hunting, fishing, hiking, skiing, and everything in between. I have a husky that keeps me busy and active named Koda. My favorite getaway is Montana where I have family!
Tanya G
Series 63, Series 65
Granbury, TX
Berry Wealth Group
Michelle B
CFP®, Series 63
Granbury, TX
Berry Wealth Group
Richard L
Series 63, Series 65
Granbury, TX
Intelligence Driven Advisers, LLC
Daniel A
Series 63, Series 66
Granbury, TX
Signal Securities, Inc.
Thomas M
Series 63, Series 65
Granbury, TX
Portfolio Medics, LLC
Cary H
Series 63, Series 65
Granbury, TX
Arkadios Wealth Advisors
William R
CFP®, Series 66
Granbury, TX
Cwm, Llc
Justin H
CFP®, Series 66
Granbury, TX
Cwm, Llc
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Advisors near 76048
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