CalTex Financial Group LLC
Knowledge is key to a successful financial future. My background, experience, and commitment to providing you with the resources you need to make financial decisions can help you achieve the financial future you desire.
I pride myself in getting to know each client in order to understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.
How Business Creates Value:
As a Project Management Professional, former leader in the oil and gas industry, and son of a small business owner, I have a unique perspective of the business and personal needs ranging from major corporations and executive organizations to family owned businesses and individual clients. Combining my skillsets in team leadership, engineering, and asset management with experience in business development, revenue growth, and financial profitability, I am well positioned to help you meet your financial goals.
How Member Creates Value:
I offer total financial needs analysis through a network of experienced professionals with expertise in:
• Retirement analysis and programs
• Estate strategies
• Employee benefit and retention services
• Business continuation strategies
• Trust services
Dream, Plan, Enjoy!