Financial Advisors in Houston, TX

Helping you elevate your financial potential

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777 North Eldridge Parkway

Suite 420

Houston, TX 77079

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  • Alex Shurin

    Director, Financial Planning

    Sugar Land, West Houston

    Alex Shurin

  • Bert Boutte

    Director, Financial Planning

    Sugar Land, West Houston

    Bert Boutte

  • Brian Mueller

    Director, Financial Planning

    The Woodlands, West Houston

    Brian Mueller

  • Chance Vogel

    Director, Financial Planning

    Houston-Clear Lake/League City, San Antonio, Sugar Land, The Woodlands, West Houston

    Chance Vogel

  • Cimalie Zoy

    Executive Director, Financial Planning

    Houston-Clear Lake/League City, West Houston

    Cimalie Zoy

  • Kaliko Veiseh

    Director, Financial Planning

    Kirkland, West Houston

    Kaliko Veiseh

  • Robert Fenno

    Director, Financial Planning

    Houston-Clear Lake/League City, Sugar Land, The Woodlands, West Houston

    Robert Fenno

  • Emilee Baker

    Director, Financial Planning

    Houston-Clear Lake/League City, Sugar Land, The Woodlands, West Houston

    Emilee Baker

 

 

 

 

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Working with us in Houston, TX

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in South Houston is here for you, serving the greater Houston area and points south. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

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