Frank Aswad, Financial Advisor located in Colleyville, TX

Financial Advisor
Frank S Aswad

CEPA®, AAMS®, CRPC™, AWMA®
714 Centerpark Dr Suite 120, Colleyville, TX 76034opens in a new window
Serving clients with $1,000,000
CallSend Me a Message

Focus Areas

  • Corporate Executives
  • Charitable Giving
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

  • AWMA®

    Accredited Wealth Management Advisor™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Music
  • Fishing
  • Football

Team Members

  • Bradley Costiloe
    Associate Financial Advisor
  • Savera Manik
    Sr. 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 - 05:00PM
Sat Closed
Sun Closed

Phone

(817) 581-5811

Fax

(866) 462-5964

Office Address

714 Centerpark Dr Suite 120
Colleyville, TX 76034opens in a new window

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