HFG Wealth Management Welcomes Jason Stepanik, CFP, CIMA as Wealth Advisor
THE WOODLANDS, TX -- HFG Wealth Management Founder and CEO, Larry Harvey, announced the appointment of Jason Stepanik, CFP®, CIMA® as Wealth Advisor.
“To succeed in achieving our hopes and dreams, we must be disciplined, focused and unwavering in our commitment to ourselves and others” J. Stepanik
“Jason brings over 20 years of experience in the financial services industry to HFG Wealth Management,” Larry Harvey explains. “His talents extend beyond his depth of knowledge. Jason’s ability to relate to a diverse generation of clients is a key factor to his success. He believes that every client is unique and must be listened to; and that it takes skill and experience to help ensure that investments are properly matched to each exclusive client.” Harvey said.
Jason is a Certified Financial Planner™ as well as a Certified Investment Management Analyst®. He is an active member of the Investments and Wealth Institute. Jason also holds the CMFC® designation from The College for Financial Planning. Additionally, he holds the Texas general lines Life, Accident, Health and HMO Insurance License. Jason is committed to providing clients with an extraordinary level of service.
Prior to joining HFG Wealth Management, Jason served as a Financial Advisor with SWBC Investment Services as well as a Regional Director with Legg Mason.
Outside of work, Jason enjoys running, scuba diving and motorsports. Jason and his wife Cara reside in The Woodlands with their daughter and are actively involved in the McCullough Choir and Ellisor Elementary Garden Club.
HFG Wealth Management is a comprehensive, independent, fee-only wealth management and financial advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. We at HFG understand that major life events are often the catalyst that drives people to seek assistance managing, growing, and protecting their finances. For almost 35 years, our team has helped individuals, families, and business owners in many unique situations navigate their financial future with our personalized financial life-planning process and concierge-quality advisory services. Our holistic approach aims to optimize our clients’ diverse finances and life plans to create a coordinated, efficient, and effective road map to financial security - giving them peace of mind.
For more information about HFG, please visit www.hfgwm.com or call 832-585-0110.