FINANCIAL ADVISOR
CallSend Me a MessageMatthew A Mintz
CFP®, CEPA®, AAMS™, CRPC™, CRPS™
251 N Fm 1626 Bldg 2 Ste B, Buda, TX 78610opens in a new windowAccepting New Clients
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- New Investors
- Employee Stock Options
- Business Retirement Plans
- Entrepreneurs & Business Owners
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™CEPA®
Certified Exit Planning Advisor®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Pets
- Traveling
- Technology
- Running
- Football
Team Members
- Kali PantaloneSr. Branch Office Administrator
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 03:00PM |
Fri | 08:30AM - 03:00PM |
Sat | By Appointment Only |
Sat | By Appointment Only |
Sun | Closed |
Sun | Closed |
Additional Hours
- Weekends
- Web Conferencing
Additional Hours
- Weekends
- Web Conferencing
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