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Robin Giles, CFP®

Apex Wealth Management, LLC

5130 Cinco Forest Trl
Katy, TX 77494
Phone: (832) 304-1460

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Irregular Income
  • Mutual Funds
  • Getting Married
  • Real Estate
  • Job Loss
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Starting a Family
  • Succession Planning
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Special Needs
  • Women's Finances

 

How Planner Charges

Considerations: I do financial planning and manage investments. I accept no commissions and do not sell any products, my clients come first.

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