Bryon Townsend

About Bryon Townsend

As an Independent Financial Planner, my mission is to empower professional heads of households by helping them achieve financial confidence and security.With a deep understanding of the unique challenges faced by these groups, I provide boutique, personalized financial planning and goal-setting services that align with their specific needs and aspirations. Whether you\'re navigating career transitions, planning for retirement, or managing family finances, I am dedicated to helping you create a comprehensive plan that works towards ensuring your financial future is secure and comfortable.What I Offer:• Tailored Financial Strategies: Customized plans that fit your lifestyle, career, and family goals.• Goal-Oriented Planning: Clear, actionable steps to work towards achieving your financial objectives.• Holistic Approach: Comprehensive advice that considers all aspects of your financial life.• Ongoing Support: Continuous guidance and adjustments to keep you on track as you move through life.Why Choose Me?With nearly 30 years of experience in the financial industry, I bring a wealth of knowledge and a personal touch to each client relationship. My approach is client-centric, focusing on understanding your unique situation and providing solutions that work best for you. I am committed to transparency, integrity, and excellence in all that I do.Let\'s ConnectIf you are seeking to take control of your financial future, I would love to connect and explore how I can support you on your journey. Reach out to me for a consultation or connect with me here on LinkedIn.Securities and advisory services offered through Registered Representatives of Cetera Advisors LLC (doing insurance business in CA as CFGA Insurance Agency LLC), member FINRA/SIPC, a broker dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity. Main Office: 2190 N. Loop West, Ste 103 Houston, TX 77018 Phone/Text (28••••••65

Experience

1. President Investment Advisor Representative

   Wr Anderson & Co Llc

   Jan 2009 — Present

   Develop and utilize proprietary strategies and models that allow our clients to maximize their long-term savings and retirement income goals. We offer a full suite of financial services and offer securities and advisory services through, Cetera Advisors LLC. member FINRA/SIPC.Main Office: 2190 N. Loop West, Ste 103 Houston, TX 77018

Education

• University of Houston

  BBA

• University of St. Thomas (TX)

  Certificate in Financial Planning