Kari Matney, Financial Advisor located in Round Rock, TX

Financial Advisor
Kari Matney

CFP®, ChFC®, AAMS®
3000 Joe Dimaggio Blvd, Suite 83, Round Rock, TX 78665opens in a new window
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Focus Areas

  • Retirement Savings Strategies
  • Intergenerational Planning
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • ChFC®

    Chartered Financial Consultant®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Health & Nutrition
  • Outdoor Enthusiast
  • Personal Fitness
  • Traveling
  • Social Responsibility

Team Members

  • Lauren Miracle
    Branch Office Administrator

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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 - 03:00PM
Sat By Appointment Only
Sun Closed

Phone

(512) 584-8661

Fax

(866) 445-0424

Office Address

3000 Joe Dimaggio Blvd
Suite 83
Round Rock, TX 78665opens in a new window

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