Frank E. Shields,  CFP<sup>&reg;</sup> - Financial Advisor

Frank E. Shields, CFP®

MBA, CSLP®

Founder & Director of Financial Planning

Future Map Financial LLC

Virtual, 945 McKinney St #11669
Houston, TX 77002
FINANCIAL ADVISOR'S WEBSITE
(832) 786-9636 CONNECT WITH Frank
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General

Frank Shields is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Future Map Financial LLC in Houston, TX and the surrounding communities.

Financial Advisor Overview

Located in Houston, TX, serving clients locally and across the country, I help high achieving professionals create and implement the optimal student loan repayment strategy within the scope of a holistic financial plan.

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Financial Advisor Experience

Hello! I am Frank Shields and I am the Founder & Director of Financial Planning at Future Map Financial. Future Map Financial exists for one reason: to help you maximize your potential for meeting life’s goals by delivering objective advice that integrates both your personal and financial circumstances. Navigating student loan repayment options is complex and confusing. I specialize in helping high achieving professionals create and implement the optimal student loan repayment strategy within the scope of a holistic financial plan. At Future Map Financial there are no required minimum asset levels, which means you can start securing your future today!

My passion for personal finance began during my tenure as a Social Insurance Specialist with the Social Security Administration. While with the agency, I was responsible for determining benefit eligibility in the areas of Retirement, Survivors, Health Insurance, and Supplemental Security Income for my clients. The ability to explain complex financial concepts to individuals in a simple-to-understand way, earned me several client service delivery awards. It wasn’t long before I answered my calling to become a financial planner.

As a CERTIFIED FINANCIAL PLANNER(TM) professional and CERTIFIED STUDENT LOAN PROFESSIONAL, and I am leveraging my varied finance experience to help you achieve financial security, peace of mind, and the freedom to live your best life. My philosophy is that objective and ethical financial advice should be accessible to everyone who seeks it.

I earned a Master of Business Administration with a Finance Concentration from Prairie View A&M University, and a Bachelor of Business Administration in Computer Information Systems from the University of Houston-Downtown. I also earned the CERTIFIED FINANCIAL PLANNER(TM) Educational Program Graduate Certificate from Rice University, and I am a member of the Financial Planning Association, the National Association of Personal Financial Advisors, and the Fee-Only Network. I am also a member of the XY Planning Network, a leading organization of fee-only financial advisors who specialize in helping Gen X and Gen Y clients.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Asset Allocation, Investment Management, Getting Married, Life Planning, Starting a Family

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Helpful Financial Planning Resources