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WorthPointe is a financial planning firm based in San Diego, Austin & Dallas-Fort Worth with professionals who are credentialed, experienced and owners. We provide financial planning, investment consulting, tax planning, asset protection, estate planning, charitable giving support & more.
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OFFICES (BY APPT)

  • Austin Team 6836 Bee Cave Rd
    Suite 210
    Austin, TX 78746
  • San Diego Team 4445 Eastgate Mall
    Suite 200
    San Diego, CA 92121

    888 Prospect
    Suite 200
    San Diego, CA 92037
  • Dallas-Fort Worth Team 1600 Airport Fwy
    Suite 300
    Bedford, TX 76022

    29 Crown Rd
    Weatherford, TX 76087
  • Orange County Team 895 Dove St
    Newport Beach, CA 92660
  • Tyler Team 2098 Three Lakes Pkwy
    Tyler, TX 75703
  • Wyoming Team 140 E. Broadway
    Suite 25
    Jackson, WY 83001
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