Lorenzo Penn

Wealth Planner | Smart Allocation • Tax-Savvy Strategies • Clear Financial Guidance

Role
Associate Manager, Associate Financial Advisor at Texas Financial Advisors
Location
Austin, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Lorenzo Penn

Texas Financial Advisors (TFA), Today, Tomorrow, Together At Texas Financial, we are licensed fiduciaries and a full-service, comprehensive financial and wealth management firm. We specialize in helping professionals, families, and business owners achieve greater heights in their personal, professional, and financial lives. As a series licensed financial advisor, my approach isn’t just about numbers—it’s about understanding your unique goals, dreams, and life priorities. Together, we will build, implement, and continuously refine a proactive financial plan that not only prepares you for your future but also the important milestones along the way.Benefit from a comprehensive planning process that considers all aspects of your life, ensuring that every financial decision supports your vision for a meaningful and fulfilling life.

Experience

  1. Associate Manager, Associate Financial Advisor

    Texas Financial Advisors

    Mar 2026 — Present · Austin, TX, US

Education

  • Alabama Agricultural and Mechanical University

    Bachelor of Science - BS

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Lorenzo Penn — Associate Manager, Associate Financial Advisor at Texas Financial Advisors in Austin, TX, US | Unifers