Dat Dao, Financial Advisor located in Houston, TX

Financial Advisor
Dat D Dao

ChFC®, CEPA®
5718 Westheimer Suite 1425, Houston, TX 77057opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

Team Members

  • Christina Reyna
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:30AM - 04:00PM
Tue 07:30AM - 04:00PM
Wed 07:30AM - 04:00PM
Thu 07:30AM - 04:00PM
Fri 07:30AM - 03:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(713) 977-2132

Fax

(877) 222-7254

Office Address

5718 Westheimer Suite 1425
Houston, TX 77057opens in a new window

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