Roddy  Warren,  CFP<sup>&reg;</sup> - Financial Advisor

Roddy Warren, CFP®

Executive Vice President

Astra Wealth Management Group

5700 Granite Parkway, Ste 330
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 674-1321

General

Roddy Warren is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Astra Wealth Management Group in Plano, TX and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning. Retirement planning and investments advice supported by insurance, estate, tax and education planning.

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Financial Advisor Experience

10 Years (started in industry in 2013)

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Government & Military, Insurance, Life Planning, Retirement, Long-term Care, Special Needs, Personal Taxes

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Helpful Financial Planning Resources