Guadalupe Mata
Wealth Management Advisor @Summit Legacy Strategies
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WORK HISTORY
Wealth Management Advisor @Summit Legacy Strategies
Houston, TX, US
Summit Legacy Strategies is a full-service financial services firm dedicated to helping our clients build wealth and protect their hard-earned assets. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. Our financial professionals act in your best interest therefore we recommend only those products and services that suit your unique needs.Financial Planning | Investment Management | Risk Mananagement | Business PlanningRegistered Representative of Park Avenue Securities LLC (PAS). OSJ. 1250 S Capital of Texas Hwy, Building 1, STE 500 Austin, TX 78746. Securities products and advisory services offered through PAS, member FINRA SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. PAS is a member of FINRA/SIPC.
EDUCATION
Villanova University
Bachelor of Science - BS Business Administration , Economics & Psychology
University of St. Thomas (TX)
Master of Science in Finance - MSF, Finance
University of St. Thomas (TX)
Master of Business Administration - MBA, Strategic Leadership & Marketing
Rice University
Certified Financial Planner, Finance
SKILLS
ABOUT GUADALUPE MATA
On a mission to simplify complexity and bring peace of mind to the partners we serve…
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