Find Top Financial Advisors in Richardson, Texas

David is the founder of Magister Wealth and the visionary behind the firm's unique approach to delivering holistic, integrated financial planning solutions. He is described by those who know him as a 'fixer', 'life coach' and mentor who asks the hard questions many other advisors are afraid to ask. An avid student of the markets with a passion for economics, philosophy and psychology, David is a natural problem solver and accomplished teacher. He applies his keen analytical skills in an effort to deliver a truly comprehensive approach to solving his client's most pressing financial challenges.

David graduated with a Bachelor of Science from George Mason University and completed his Certificate in Financial Planning from Boston University's Institute of Finance. He is a CFA^® Charterholder and a CERTIFIED FINANCIAL PLANNER^™ professional. David served as the 2017 Chairman and 2016 President of the Financial Planning Association (FPA) chapter of San Antonio and South Texas. For over 20 years, David pursued his passion for music as an instrumentalist, conductor and educator. As a professional trombone player, he was a semi-finalist in major orchestra auditions. David's students received scholarships to some of the best conservatories in the world including Juilliard and the New England Conservatories. David enjoys bike riding and swimming. He resides in San Antonio with his wife Ellyn and daughters Sylvia and Emily.

Magister is a unique financial advisory firm. We educate and empower our clients to make prudent decisions about their personal wealth and business finances. Welcome to Financial Mentorship.SM

James Enriquez is a dedicated Financial Advisor with 14 years of experience in the financial industry. Holding credentials such as a Master of Science in Taxation (MST), Enrolled Agent (EA), and Certified Financial Planner (CFP), James has built a career grounded in a desire to help people achieve their financial dreams. His favorite part of the job is witnessing the successful realization of a financial plan, seeing the tangible results of planning and strategic execution.

James' commitment to his role as a Financial Advisor is evident in the care and precision with which he approaches each client's unique situation.

The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.

We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.

Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.

Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.

Michelle Vargas, Certified Financial Planner^™ is the President of Waymaker Financial Planning, a Fee-Only planning and investment management firm in Fort Worth, Texas. She focuses on helping Christian women make smart money decisions, especially those in transition to retirement, widowhood, and managing wealth for the first time. Her goal is to help all clients successfully navigate their financial life so that they will be worry free and spend more time doing what they love.

After earning a degree in Finance from the University of Louisiana at Lafayette in 1990, she moved to Orlando, Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she enrolled in her 401K and wanted to learn about additional options to plan for retirement. Not many advisors were willing to help her with her 401K choices, and none offered a written financial plan. In 1994 she left Harcourt Brace Publishing and became licensed to work as a Financial Advisor. In 1998, she completed the rigorous education and experience requirements to become a CFP.

With over 9 years of professional experience as a financial advisor, she daily strives to make the complex simple when advising clients. She often remembers what the experience was like when she was young and looking for an advisor. This memory enables her to be sensitive and patient in all of her interactions. Education is also an important component of her practice, and she has been quoted by CBS News, Yahoo Finance, and MSN.

She and her husband live in Fort Worth, and they have an amazing son Andrew. He is a Young Steinway Artist in graduate school at Texas Christian University. When her son was younger, she was very active in the homeschool community and served as a director, teacher, and support group leader. Her proudest accomplishments are persevering in homeschooling through high school and founding Waymaker Financial Planning.

In her spare time, she enjoys walking through the Fort Worth Botanical Gardens to get inspired to make her own garden more beautiful. Spring is her favorite time of year and she loves exploring backroads filled with beautiful fields of Texas Bluebonnets. Occasionally, when her adventurous side kicks in, she goes white water rafting - with an experienced guide, of course!

Waymaker Financial Planning serves Christian women in all seasons of their lives. We also work with Christian men who are looking for a trusted female CFP so that their wives can begin to learn about family finances now instead of later in a time of grief. We work as Fiduciaries at all times and are Fee-Only Advisors. Our practice is mostly virtual, but we are available for in-person meetings as needed.

Our first priority is helping you take care of yourself and your family or business. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. That cornerstone of open and honest communication allows us to deliver tailored, professional services designed to help our clients rise to their financial independence.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors - not just the wealthy - deserve access to personal, comprehensive financial planning and investment advice. Today, we are America's top independent investment advisory firm as recognized by Barron's¹ (September 2024, based on data within a 12-month period). With 143+ offices across the country and 1.3 million clients (as of September 30, 2024), we manage more than $300 billion in assets.

^1.The Barron's 2024 Top 100 RIA Firms list, a ninth-year ranking of independent advisory firms, is qualitative and quantitative, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics. Firms elect to participate but do not pay to be included in the ranking. Ranking awarded each September based on data within a 12-month period. Investor experience and returns are not considered.