Roddy  Warren,  CFP<sup>&reg;</sup> - Financial Advisor

Roddy Warren, CFP®

Wealth Advisor

Avior Wealth Management

1316 Village Creek, Ste 700
Plano, TX 75093
FINANCIAL ADVISOR'S WEBSITE
(972) 733-9959

General

Roddy Warren is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Avior Wealth Management in Plano, TX and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning. Retirement planning and investments advice supported by insurance, estate, tax and education planning.

More

Financial Advisor Experience

10 Years (started in industry in 2013)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Insurance, Life Planning, Retirement, Long-term Care, Special Needs, Personal Taxes

More

Helpful Financial Planning Resources