Rachel Ballengee (CFP®)

Rachel Ballengee focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • Corporate Executives
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

March 14, 2022

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This Office

4400 Post Oak Pkwy Ste 2330 Houston, TX 77027-3440 Phone: (713) 936-9199