Josh Satterfield, Financial Advisor located in Woodway, TX

Financial Advisor
Josh Satterfield

CFP®, CEPA®, AAMS®
7804 Central Park Drive, Woodway, TX 76712opens in a new window
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Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Community Outreach
  • Health & Nutrition
  • Football
  • Coaching Sports

Team Members

  • Ryan McCreery
    Associate Financial Advisor
  • Denise Mason
    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 - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(254) 420-2145

Fax

(866) 462-1711

Office Address

7804 Central Park Drive
Woodway, TX 76712opens in a new window

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