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Current company Legado Financial Group
Financial Services · 2 employees · Austin, Texas, United States
Welcome to Legado Financial Group! At Legado Financial Group, we are dedicated to empowering individuals and families to achieve their financial goals while leaving a meaningful legacy. I am proud to serve as a CERTIFIED FINANCIAL PLANNER® professional at Equitable Advisors, with over 25 years of experience in the financial services industry. My journey began with a BBA in Finance from Texas A&M University, and since then, I have gained valuable experience in various roles within the financial services industry, which has fueled my passion for meeting with and advising clients to help them navigate their financial journey with confidence and integrity. My focus is on making a positive impact in people\'s lives by understanding their behaviors and attitudes about money. I focus on Behavioral Finance, particularly working with first-generation wealth. I believe the greatest value I provide lies in my ability to listen empathetically and foster long-lasting relationships, making financial planning an empowering and enlightening process rather than an intimidating one. Working in alliance with Equitable Advisors, we uphold the highest standards of customer care and transparency. We believe that a legacy is not just about financial wealth, but about the positive impact you make in your community and the lessons you pass on to future generations. Born and raised in Laredo, Texas, I now call Austin home, where I live with my wonderful wife, Amy, and our two sons, Trey and Drew. Outside of my professional life, my passions include family, food, and travel. We love exploring Austin\'s vibrant food scene and creating lifelong memories together. Join us as we embark on this exciting journey together. Let’s build your legacy—your way! PPG-80•••••16/25)(Exp.