Michael  Minter,  CFP<sup>&reg;</sup> - Financial Advisor

Michael Minter, CFP®

Financial Advisor

Financial Synergies Wealth Advisors

4400 Post Oak Pkwy #200
Houston, TX 77027
FINANCIAL ADVISOR'S WEBSITE
(713) 623-6600 CONNECT WITH Michael
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General

Michael Minter is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Synergies Wealth Advisors in Houston, TX and the surrounding communities.

Financial Advisor Overview

Our purpose at Financial Synergies is to simplify clients' lives. We communicate complex financial topics and solutions in a straight forward manner. With a maze of financial products and services being promoted twenty-four hours a day, people can become overwhelmed with choices. We help clients narrow their focus to what really matters, and tune out the rest. We specialize in the following areas: 1. Financial Planning 2. Investment Management 3. Retirement Income 4. Younger Investors (Gen X,Y). Our two specialty programs are The Retirement Salary® (portfolio designed for income in retirement) and Pathway (our program for younger investors).

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Financial Advisor Experience

I have 15 years of experience in the financial planning and investments industry. I am a financial advisor and partner with Financial Synergies Wealth Advisors.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Fund Specialist (CFS®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Starting a Family, Sudden Wealth, Men's Finances, Personal Taxes

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Helpful Financial Planning Resources