Adam Gafken, Financial Advisor located in Lakeway, TX

Financial Advisor
Adam J Gafken

CFP®, CEPA®, AAMS®
1927 Lohmans Crossing Rd, Suite 100c, Lakeway, TX 78734opens in a new window
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Domestic Partner Finances
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Coaching Sports
  • Home Improvement
  • Volunteering

Team Members

  • Dina Slaibi
    Registered Branch Associate
  • Lisa Kallman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 03:30PM
Sat Closed
Sun Closed

Phone

(512) 382-6082

Fax

(877) 222-4303

Office Address

1927 Lohmans Crossing Rd
Suite 100c
Lakeway, TX 78734opens in a new window

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