Frances R. Gardner,  CFP<sup>&reg;</sup> - Financial Advisor

Frances R. Gardner, CFP®

CDFA,CFEd

Gardner Wallace Financial Solutions

14135 Midway Rd G110, Ste 850
Addison, TX 75001
FINANCIAL ADVISOR'S WEBSITE
(972) 833-2565

General

Frances Gardner is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Gardner Wallace Financial Solutions in Addison, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CDFA, CFEd

Insurance Licenses

  • Life insurance: Tx,La,Il,Va,Ca
  • Health/disability insurance: Tx
  • Fixed annuities: various
  • Variable annuities: various

Broker-Dealer Affiliation

Kestra Investment Services, LLC

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Asset Allocation, Career Change, Investment Management, Getting Divorced, Limited Partnerships, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Long-term Care, Sudden Wealth, Special Needs, Women's Finances

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