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

Roddy Warren, CFP®

CRC®

Executive Vice President

Astra Wealth Management Group

5700 Granite Parkway, Ste 330
Plano, TX 75024
FINANCIAL ADVISOR'S WEBSITE
(972) 674-1321 CONNECT WITH Roddy
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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 and investment management. Specialty in retirement planning and investment strategies. Ancillary services include 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®
  • Certified Retirement Counselor® (CRC®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Estate Planning, Government & Military, Employee Benefits, Getting Divorced, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Sudden Wealth, Special Needs, Personal Taxes

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Helpful Financial Planning Resources