Heath Walz, Financial Advisor located in Round Rock, TX

Financial Advisor
Heath Walz

CRPC™
1 Chisholm Trail Rd Suite 4100, Round Rock, TX 78681opens in a new window
Accepting New Clients
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Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • New Investors
  • Special Needs Financial Considerations

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Baseball
  • Football
  • Fishing
  • Golfing

Team Members

  • Marissa Hall
    Branch Office Administrator
  • Stephanie Staires
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(512) 255-6019

Fax

(855) 755-3939

Office Address

1 Chisholm Trail Rd Suite 4100
Round Rock, TX 78681opens in a new window

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