Financial Planners Corpus Christi TX

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Mr. William H. Cleavelin Jr., CFP®
(361) 289-5871
400 S Padre Island Dr Ste 101
Corpus Christi, TX
Firm
William H Cleavelin, PC, CPA

Data Provided By:
Mr. Cory D. Summers, CFP®
(361) 882-8700
555 N Carancahua St Ste 790
Corpus Christi, TX
Firm
Corpus Christi Financial Group
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, Insurance Planning, Investment Management, Retirement Income Management, Retirement Planning, Risk Management

Data Provided By:
Mr. Amon Merrell Clark Jr., CFP®
(361) 693-3060
711 N Carancahua St Ste 110
Corpus Christi, TX
Firm
Stifel, Nicholaus & Company Incorporated
Areas of Specialization
Asset Allocation, General Financial Planning, Investment Management, Retirement Planning, Securities, Sudden Wealth Management, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. Kendrick V. Herring, CFP®
(361) 844-1056
802 N Carancahua St Ste 100
Corpus Christi, TX
Firm
Frost National Bank
Areas of Specialization
Asset Allocation, Banking, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000



Data Provided By:
Mr. Walter Joe Wilson Jr., CFP®
(361) 882-8700
555 N Carancahua St Ste 790
Corpus Christi, TX
Firm
Corpus Christi Financial Group
Areas of Specialization
Asset Allocation, Employee and Employer Plan Benefits, Investment Management, Investment Planning, Retirement Income Management, Wealth Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $50,001 - $100,000

Profession: Not Applicable

Data Provided By:
Mr. Marvin Wanner, CFP®
(361) 884-4981
1001 Third Street
Corpus Christi, TX
Firm
Wanner Law Office

Data Provided By:
Mr. Carter C Benkendorfer, CFP®
(361) 884-6347
101 N Shoreline Blvd Ste 560
Corpus Christi, TX
Firm
Bergstrom Benkendorfer
Areas of Specialization
Asset Allocation, Budget Development, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided By:
Mr. James T. Oakley, CFP®
(361) 888-7611
800 N Shoreline Blvd
Corpus Christi, TX
Firm
Oxbow Advisors

Data Provided By:
Mr. Kim R. Sheets, CFP®
(361) 884-9966
800 N Shoreline Blvd
Corpus Christi, TX
Firm
UBS Financial Services Inc.

Data Provided By:
Mr. Arthur Lee Scott, CFP®
(361) 886-4517
800 North Shoreline Blvd
Corpus Christi, TX
Firm
UBS Financial Services

Data Provided By:
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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina