Daylan Gwosdz, Financial Advisor located in Victoria, TX

Financial Advisor
Daylan K Gwosdz

CFP®, CEPA®, AAMS®
7914 NE Zac Lentz Parkway, Victoria, TX 77904opens in a new window
Serving clients with $500,000
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Volunteering
  • Spending Time with Family
  • Coaching Sports
  • Hunting
  • Fishing

Team Members

  • Alyssa Crober
    Sr. Branch Office Administrator
  • Casey Krause
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(361) 579-9251

Fax

(866) 532-0581

Office Address

7914 NE Zac Lentz Parkway
Victoria, TX 77904opens in a new window

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