Market Opportunity for 2019

December 31, 2018

" Unbiased, clear and original in its long-term view of portfolio construction. A must read for serious investors."-Charles R. Schwab

 

  Important Ranking Disclosure

 

Victor Powell, CFP®

  • Victor Powell, CFP®

    Wealth Planning Specialist

    Victor, a CERTIFIED FINANCIAL PLANNER™, joined Tanglewood in October of 2014. As a Wealth Planning Specialist, he works with clients and their Wealth Advisors during all phases of the wealth planning process. His main interests include lifetime tax planning and retirement planning. Victor believes in a collaborative approach to Wealth Planning based on trust and a thorough understanding of the client’s goals.

    Victor has spent his entire career in the financial services industry. Before joining Tanglewood, he worked at another Houston area financial services firm in both wealth management and tax preparation roles.

    Victor was born in Houston, Texas in 1989 and grew up in the Cypress area. He received his B.B.A. in Finance with a concentration in personal financial planning from Stephen F. Austin State University in 2011. Victor went on to earn his CERTIFIED FINANCIAL PLANNER™ designation in 2017.

    Victor and his wife Chelsea, live in Houston with their two dogs. In his free time, Victor enjoys all things music and guitar, as well as traveling and the outdoors.

     

    Media Appearances:

    How a New Law Will Let You Freeze Your Credit Files For Free U.S. News & World Report, June 14, 2018

     

Contact Information

1400 Post Oak Boulevard, Suite 550
Houston, TX 77056
Phone: (713) 840-8880
info@tanglewoodwealth.com

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