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Pijus Bulvinas (CFP®)

Pijus Bulvinas focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Investment Advice with Ongoing Management
  • Middle Income Client Needs
  • Millennials
  • Novice Investors

Planning Specialties

We specialize in comprehensive financial planning for professionals in their 30s and 40s, with particular depth serving those in Oil & Gas and other high-compensation careers. Our planning work centers on five core areas: cash flow and savings strategy, investment management, retirement readiness, tax planning, and compensation planning, including RSUs, PSUs, ESPPs, deferred compensation, and stock options. We understand the unique financial complexity that comes with variable pay structures, equity awards, and concentration risk that are common in energy and corporate careers, and we build plans designed to turn that complexity into clarity. As a fee-only, fiduciary firm with no asset minimums, we are built for clients who are actively building wealth, not just those who have already arrived.

Additional Information

Our goal is to get you organized and be intentional with every part of your financial life. We take a comprehensive approach tailored around your priorities, your pace, and your version of success, creating a plan that fits the life you’re building now, not just someday. Along the way, we help you navigate things like major life decisions, changing incomes, unexpected events, and evolving goals, so you always know where you stand and what your next move is.

NAPFA Start Date

March 12, 2026

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

18643 Courteous Way Cypress, TX 77433 Phone: (832) 554-6501
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