Edward M. Gardner,  CFP<sup>&reg;</sup> - Financial Advisor

Edward M. Gardner, CFP®

CPA PFS MPA

Branch Manager

Royal Alliance Associates, Inc.

2519 South Blvd, Ste 100
Houston, TX 77098
(713) 659-7526

General

Edward Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Royal Alliance Associates, Inc. in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)
  • Other - CPP, CWP,MPA

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Osaic Wealth, Inc.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Business Taxes, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Personal Taxes

More

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