Bruno Interlandi
CEPA
Christian-Based Financial Planning, Guidance & Investing.
State(s) Licensed: AK, AL, AR Insurance Lic. #18908560, AZ, CA Insurance Lic. #4062130, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Languages Spoken: Italian, Spanish
4400 POST OAK PARKWAY, SUITE 450,
HOUSTON, TX 77027
Christian-Based Financial Planning, Guidance & Investing.
State(s) Licensed: AK, AL, AR Insurance Lic. #18908560, AZ, CA Insurance Lic. #4062130, CO, CT, DC, DE, FL, GA, HI, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NJ, NM, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI
Languages Spoken: Italian, Spanish
SmartVestor Pro & much more
I am a Ramsey SmartVestor Pro and am honored to be part of their network of financial professionals in my local area. The SmartVestor program connects consumers with financial professionals in their area. To join the SmartVestor program, financial professionals must meet the SmartVestor program requirements, and pay an enrollment fee that depends on the area served, plus a fixed monthly fee.
Neither Ramsey Solutions nor the SmartVestor program are affiliated with or endorsed by Thrivent. Views are theirs and not necessarily those of Thrivent or its affiliates.
Our mission is to cultivate enduring client relationships through exceptional guidance, unparalleled service, and tailored solutions to guide you toward financial independence.
How can we work together
We offer personalized financial planning services and solutions tailored to your unique priorities and goals. Our approach is collaborative: we work with you to evaluate your financial position, identify strategies, and build a plan to achieve your aspirations, focusing on the topics most important to you.
Our Services Include:
- Financial Planning Services: We provide objective, written advice annually, offering in-person or phone consultations and ongoing phone and email support. Our plans cater to a range of clients, from those just starting their financial journey to those nearing retirement.
Types of Financial Planning We Offer:
- Goal Planning
- Retirement Planning
- Tax Planning
- Estate Planning
- Education Funding
- Risk Management
- Managed Accounts Program: offers ongoing advice and services to align with your investment goals. It includes discretionary and non-discretionary managed account programs, allowing you to determine your involvement level in investment decisions.
- Solutions-Based Strategies: Tailored to your immediate needs, these strategies may include specific product recommendations, ensuring a good fit for your financial picture.
We are looking for you!
It’s a great time to be a Thrivent financial professional!
With over 40 years of experience in business, startups, and finances, I have no other opportunity to start your career and financial advising practice like Thrivent offers.
If helping people is your passion, I would be happy to share details, especially if you like working in the financial services industry and enjoy having a Fortune 500 company launch you into a fantastic adventure.
As a Market Director, my key role is to search, develop, and launch talent as Financial Advisors.
My company is seeking motivated individuals to join our team! Thrivent offers several ways to help get you started. If you have:
- Drive and Determination
- Genuine Care for Others
- Tenacity
- Seek Purpose in What You Do
- Entrepreneurial Spirit.
- Love having fun!
My responsibility is to develop your talent with a proven process, step by step. Enjoy excellent earnings potential, an industry-leading benefits package, and unparalleled training and support throughout your career.
To learn more about the privacy of your information, visit our Notice at Collection for California Consumers or our privacy policy.
