Kerwyn Escayg
Financial Planner at Prudential Advisors
- Role
- Private Wealth Advisor and Certified Financial Planner, Cfp at Prudential Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kerwyn Escayg
Helping clients build and keep wealth with proven strategies. As a Private Wealth Advisor and Certified Financial Planner, CFP®, at Prudential Financial, I have over 25 years of experience in helping clients pursue their financial goals. I provide customized financial solutions that cover education, retirement, investment, preservation planning, tax, and estate strategies. I can also create Advanced Strategies for our High Net Worth and Business Owners Clients who have complex and unique financial needs. I can work with your CPA and Attorney to create these customized solutions that are unique to your situation. My mission is to empower my clients with the knowledge, tools, and guidance they need to make informed and confident financial decisions. Kerwyn Escayg is a Financial Planner with, and offers securities and investment advisory services through LPL Enterprise (LPLE), a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial. Financial professionals are licensed insurance agents of Prudential. These financial professionals are permitted to brand under “Prudential.” LPLE and LPL Financial are not affiliated with KNJ Wealth Management Group, LLC or Prudential. For hyperlinks to FINRA and SIPC, please refer to ‘Contact’ section. Third party posts found on this profile do not reflect the views of LPL Enterprise and have not been reviewed by LPL Enterprise as to accuracy or completeness. The financial professionals associated with LPL Enterprise may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Experience
Private Wealth Advisor and Certified Financial Planner, Cfp
Oct 2022 — Present · Houston, TX, US
As a Private Wealth Advisor and Certified Financial Planner, CFP®, at Prudential Financial, I have over 25 years of experience in helping clients achieve their financial goals. I provide customized financial solutions that cover education, retirement, investment, protection planning, tax, and estate strategies.I can also create Advanced Strategies for our High Net Worth and Business Owners Clients who have complex and unique financial needs. I can work with your CPA and Attorney to create these customized solutions that are unique to your situation. My mission is to empower my clients with the knowledge, tools, and guidance they need to make informed and confident financial
Education
Rice University
Certified Financial Planner Designation
2005 — 2006
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