About the Business
At Resonance Financial, our mission is to provide goal-oriented financial planning and asset management for high net worth individuals, ultra-high net worth investors, foundations, and consulting services. Our expert portfolio manager holds both the Chartered Financial Analyst (CFA) and Certified Financial Planner™ certifications and is experienced in providing tailored investment solutions. We offer competitive fees and strive to provide exceptional service.
Our team has the necessary skills and knowledge to understand and meet the needs of our clients. We take into account their goals, objectives, and risk tolerance when we create tailored investment strategies. In addition, we are available for hourly consulting and have an experienced staff to provide additional guidance and support.
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- After 13 years as a high net worth portfolio manager with over $400 million in assets under management, our principal founded our firm to provide comprehensive financial planning and asset management solutions that few others can match. He is only one of a handful of financial advisors to achieve both the Chartered Financial Analyst and Certified Financial Planner™ certifications in Austin.
- (512) 520-5966
- 6500 River Place Blvd Bldg 7, Ste 250, Austin, TX 78730
- Visit Website
Opening Time
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Mon
8:00 AM - 5:00 PM
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Tue
8:00 AM - 5:00 PM
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Wed
8:00 AM - 5:00 PM
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Thu
8:00 AM - 5:00 PM
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Fri
8:00 AM - 5:00 PM
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Sat
Closed
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Sun
Closed