Georgia Malmsten, Financial Advisor located in New Braunfels, TX

Financial Advisor
Georgia Malmsten

CEPA®
494 S Seguin Ave Ste 101, New Braunfels, TX 78130opens in a new window
Client by Referral
Serving clients with $1,000,000 plus
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Focus Areas

  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Retirement Income Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Health & Nutrition
  • Spending Time with Family
  • Traveling
  • Cycling
  • Gardening

Team Members

  • Danae Held
    Sr. Branch Office Administrator
  • Renee Hawkins
    Sr. Branch Office Administrator
  • Tonya Shaffer
    Sr. Branch Office Administrator
    FPQP®

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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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(830) 626-6423

Fax

(866) 923-6203

Office Address

494 S Seguin Ave Ste 101
New Braunfels, TX 78130opens in a new window

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