Curtis Warren
Financial Planner | Turning Complex Finances into Clear, Actionable Plans
- Role
- Associate Financial Advisor at Texas Financial Advisors
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Curtis Warren
At Texas Financial Advisors, an FFA Company, we are licensed fiduciaries and a full-service comprehensive financial and wealth management firm with a keen focus on helping our clients achieve their dreams. We specialize in helping employees and business owners maximize their employee benefit retirement plans. This includes 401k\'s, IRA\'s, Brokerage Accounts, 403b\'s, pension plans, employee stock ownership plans and SEP\'s.As a financial advisor, I help clients achieve their goals financially by developing, implementing and updating comprehensive financial plans that are specific to them. Everyone has different financial needs and situations that financial plans need to be tailored to.Series licensed professional with a strong desire to help individuals achieve their financial goals. For a free consultation, call (73••••••28 to schedule an appointment today.Texas Financial AdvisorsToday. Tomorrow. Together.Securities offered through TWS Securities, Broker Dealer, FINRA/MSRB/SIPC. Florida Financial Advisors is a Registered Investment Advisory firm with the SEC.
Experience
Associate Financial Advisor
Mar 2026 — Present
Education
Northwest Vista College
Associate of Arts - AA, Business Administration and Management, General
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