Rich  Childs,  CFP<sup>&reg;</sup> - Financial Advisor

Rich Childs, CFP®

AIF®, MSFM

President & CEO, Synergy Wealth Advisors, LLC / Wealth Advisor, RJFS

Synergy Wealth Advisors, LLC

10670 N Central Expy, Ste 505
Dallas, TX 75231-2108
FINANCIAL ADVISOR'S WEBSITE
(214) 382-3333 CONNECT WITH Rich
  • linkedin link

General

Rich Childs is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Synergy Wealth Advisors, LLC in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 9, 10, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MSFM

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Raymond James Financial Services, Inc.

Broker-Dealer Disclaimer

Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Employee Benefits, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Irregular Income, Insurance, Real Estate, Job Loss, Startup, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Nontraditional Households, Special Needs, Women's Finances

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