Andrew  Herzog,  CFP<sup>&reg;</sup> - Financial Advisor

Andrew Herzog, CFP®

Wealth Advisor

The Watchman Group

5045 Lorimar Dr, Ste 200
Plano, TX 75093-5739
(469) 596-6470 CONNECT WITH Andrew
  • linkedin link

General

Andrew Herzog is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Watchman Group in Plano, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources