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Charles Pepkin, CFP®

Pepkin & Associates

801 East Campbell Rd
Ste 585
Richardson, TX 75081
Phone: (214) 445-0614
Fax: (214) 445-0606

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

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Charitable & Planned Giving
  • Investment Management
  • Estate Planning
  • Employee Benefits
  • Insurance
  • Retirement
  • Long-term Care

 

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