Shane Theriot, Financial Advisor located in Katy, TX

Financial Advisor
Shane P Theriot

CFP®
633 E Fernhurst Dr Suite 1104, Katy, TX 77450opens in a new window
Accepting New Clients
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Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

Personal Interests

  • Spending Time with Family
  • Traveling
  • Reading
  • Wine Collecting/Enthusiast
  • Fine Dining

Team Members

  • Shay Strittmatter
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:30PM
Tue 09:00AM - 04:30PM
Wed 09:00AM - 04:30PM
Thu 09:00AM - 04:30PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(281) 769-5025

Fax

(844) 780-4901

Office Address

633 E Fernhurst Dr Suite 1104
Katy, TX 77450opens in a new window

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