— OR —

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OFFICES (By Appointment Only)

Phone: (800) 620-4232

TEXAS

Austin CFP® Team
6836 Bee Cave Rd
Suite 210
Austin, TX 78746

Dallas-Fort Worth CFP® Team
1600 Airport Fwy
Suite 300
Bedford, TX 76022

– And –

29 Crown Rd
Weatherford, TX 76087

CALIFORNIA

La Jolla CFP® Team
888 Prospect St
Suite 200
San Diego, CA 92037

San Diego CFP® Team
4445 Eastgate Mall
Suite 200
San Diego, CA 92121

Orange County CFP® Team
895 Dove St 
Suite 300
Newport Beach, CA 92660

WYOMING

Wyoming CFP® Team
140 E. Broadway Ave
Suite 25
Jackson, WY 83001