Kevin Wartsbaugh, Financial Advisor

FINANCIAL ADVISOR
Kevin D Wartsbaugh

CFP®, ChFC®, CEPA®, AAMS™
229 Hunters Village Suite 100, New Braunfels, TX 78132opens in a new window
CallSend Me a Message

Focus Areas

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

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Laura Anderson
    Associate Financial Advisor
    FPQP®
  • Katherine Daniels
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(830) 643-1046

Fax

(888) 464-5231

Office Address

229 Hunters Village Suite 100
New Braunfels, TX 78132opens in a new window

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