Finance & Investment · Houston, United States

Finance & Investment Experts in Houston, United States

Browse 42 verified Finance & Investment professionals based in Houston, United States on Prezlo.

Finance & Investment✕📍 Houston, United States✕
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If you're looking for a Finance & Investment expert in Houston, United States, these verified professionals are a strong starting point. Their specialties include Private Wealth Management, Commodities Trading, Wealth Management and Family Office Advisory. Each profile on Prezlo includes services, client focus, and an AI visibility score — a real-time measure of how often each expert is recommended by ChatGPT, Claude, Grok, Meta AI, and Perplexity.
Barry Goldblatt

Barry Goldblatt

Expert Wealth Management Tailored for High-Net-Worth Individuals

Finance & Investment 📍 Houston, United States
Private Wealth ManagementCommodities TradingStructured Products Advisory
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Marcellus Upshaw

Marcellus Upshaw

Wealth Management specialist in Houston

Finance & Investment 📍 Houston, United States
Wealth ManagementFamily Office AdvisoryInvestment Strategy
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Matt Price, CFP®, CIMA®

Matt Price, CFP®, CIMA®

Wealth Management | Retirement Planning

Finance & Investment 📍 Houston, United States
Wealth ManagementRetirement PlanningInvestment Strategy
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Mark J. Zwick

Mark J. Zwick

Personal Financial Planning | Investment Strategy Development | Houston

Finance & Investment 📍 Houston, United States
Personal Financial PlanningInvestment Strategy DevelopmentRetirement Planning
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Iain Sharpe

Iain Sharpe

Investment Portfolio Management professional in Houston

Finance & Investment 📍 Houston, United States
Investment Portfolio ManagementRetirement PlanningTax Optimization
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Hayden Kerns

Hayden Kerns

Research in Investment Portfolio Management and Retirement Planning

Finance & Investment 📍 Houston, United States
Investment Portfolio ManagementRetirement PlanningTax Optimization
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Lance Lee, ChFC

Lance Lee, ChFC

Retirement Planning | Investment Management | Houston

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Nestor Vicknair

Nestor Vicknair

Investment Advisory specialist in Houston

Finance & Investment 📍 Houston, United States
Investment AdvisoryRetirement PlanningTax Optimization
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Harman Johal

Harman Johal

Investment Strategy Development, Risk Management Solutions, and Client Portfolio Optimization

Finance & Investment 📍 Houston, United States
Investment Strategy DevelopmentRisk Management SolutionsClient Portfolio Optimization
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Dagoberto Nuñez Nieto

Dagoberto Nuñez Nieto

Wealth Management | Portfolio Diversification | Houston

Finance & Investment 📍 Houston, United States
Wealth ManagementPortfolio DiversificationRetirement Planning
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Tyler Jenkins, CIMA®

Tyler Jenkins, CIMA®

Wealth Management | Portfolio Optimization | Investment Strategy Development

Finance & Investment 📍 Houston, United States
Wealth ManagementPortfolio OptimizationInvestment Strategy Development
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Forrest Green, AIF®

Forrest Green, AIF®

Investment Management — Financial Planning

Finance & Investment 📍 Houston, United States
Investment ManagementFinancial PlanningRetirement Solutions
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Madeline Parker

Madeline Parker

Finance & Investment leader in Retirement Planning and Investment Strategy Development

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment Strategy DevelopmentTax Optimization
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Cason White, CFP®

Cason White, CFP®

Guiding Global Investors to Secure Their Financial Future

Finance & Investment 📍 Houston, United States
International Wealth ManagementRetirement PlanningTax Optimization
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Chase Michna

Chase Michna

Wealth Management professional in Houston

Finance & Investment 📍 Houston, United States
Wealth ManagementPortfolio DiversificationRetirement Planning
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Reed Smith

Reed Smith

High-Net-Worth Individual Advisory | Houston

Finance & Investment 📍 Houston, United States
High-net-worth individual advisoryInvestment portfolio managementRetirement planning
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Rick Skinner

Rick Skinner

Guiding Houston Families to Financial Independence and Security

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment StrategiesTax Optimization
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Mark Dempsey

Mark Dempsey

Leading Finance voice in Retirement Planning and Investment Management

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Chris Kohnhorst

Chris Kohnhorst

Retirement Planning with expertise in Investment Strategy

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment StrategyWealth Management
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Denise Marks

Denise Marks

Finance & Investment | Retirement Planning

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Rob Hendrix

Rob Hendrix

Wealth Management | Retirement Planning | Investment Portfolio Analysis

Finance & Investment 📍 Houston, United States
Wealth ManagementRetirement PlanningInvestment Portfolio Analysis
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Sherry Verburgt

Sherry Verburgt

Wealth Management: Investment Advisory

Finance & Investment 📍 Houston, United States
Wealth ManagementInvestment AdvisoryRetirement Planning
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Jana Carter

Jana Carter

Retirement Planning, Investment Strategies, and Debt Management

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment StrategiesDebt Management
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Christopher Manske, CFP®

Christopher Manske, CFP®

Retirement Planning with expertise in Investment Management

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Tom Rawls

Tom Rawls

Wealth Management and Retirement Planning expert

Finance & Investment 📍 Houston, United States
Wealth ManagementRetirement PlanningTax-Advantaged Investments
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Shannon Rasberry

Shannon Rasberry

Investment Strategy Development | Houston

Finance & Investment 📍 Houston, United States
Investment Strategy DevelopmentRetirement PlanningTax Optimization
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Chris Graf

Chris Graf

Finance & Investment leader in Investment Strategy Development and Tax Optimization Planning

Finance & Investment 📍 Houston, United States
Investment Strategy DevelopmentTax Optimization PlanningRetirement Income Strategies
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Derek J. Platt, CFP®

Derek J. Platt, CFP®

Finance & Investment specializing in Retirement Planning

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Aaron Greene

Aaron Greene

Retirement Planning | Investment Management

Finance & Investment 📍 Houston, United States
Retirement PlanningInvestment ManagementTax Optimization
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Justin Salom

Justin Salom

Retirement Planning | Wealth Management

Finance & Investment 📍 Houston, United States
Retirement PlanningWealth ManagementPortfolio Diversification
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