Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Texas > Houston > Donald W. Roberts, CFP®
Find the Certified Financial Planner™
Who's right for you.

Donald W. Roberts, CFP®

Woodway Financial Advisors

10000 Memorial Dr
Ste 650
Houston, TX 77024
Phone: (713) 683-7070
Fax: (713) 683-0702

Toll-free: (800) 940-0650

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Career Change
  • Asset Allocation
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Getting Divorced
  • Employee Benefits
  • Mutual Funds
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Personal Taxes

 

How Planner Charges

Considerations: Fee Only Advisor

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.