Brian M Turpen
Brian M Turpen
CFP®
Vice President - Wealth Management
(281) 856-5644

15260 FM 529
Houston, TX 77095
By Appointment
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10300 Louetta
Houston, TX 77070
By Appointment Only
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28850 Tomball Pkwy
Tomball, TX 77375
By Appointment Only
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My Background

According to the American Savings Education Council, most Americans spend more time planning for a two-week vacation than planning for retirement!

Helping clients reach their retirement goals is my primary objective. There are many options for your retirement but the first step is developing a strategy. As a financial services representative located at First Community Credit Union, my job is to help you, whatever your age, create a sound financial strategy for the lifestyle you want to live in retirement. Let's get together and create your retirement plan. Together we'll answer the tough questions to give you peace of mind: Are you saving enough? Will you outlive your retirement income? How much insurance should you have? Do you have the right balance and mix of investments? Are your financial expectations realistic?

Through workshops and personal interviews, I've helped a great number of clients create a strategy to help reach three key financial goals: 1) wealth accumulation during their working years, 2) security and independence in their retirement, and 3) transfer their assets in the most advantageous way. Specifically, I may be able to help you:

  • Retire more comfortably
  • Protect your assets and your financial future
  • Fund your children's or grandchildren's education

         

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.          


My Background:

  • Texas A&M University, B.A. History 2005
  • Rice University, CERTIFIED FINANCIAL PLANNER (TM) Education Program 2011
  • Financial services industry since 2005



CBS-1112-5BE6

Professional Services
  • 401(k) Planning
  • Financial Planning
  • Retirement Planning
  • Education Funding
  • Portfolio Management
  • Tax-advantaged Investment Planning
  • Wealth Preservation
  • Investment Management
  • Comprehensive Financial Guidance