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Laurent Boumaza

Certified Financial Planner™/ Managing Member at Oakwell Private Wealth Management

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Email Email: l****@oakwellpwm.com

phone noPhone Number: (***)-***-****

As a Certified Financial Planner® in practice since 2002, I spent 18 years as a Financial Advisor with two large financial services companies before beginning my own independent practice ...

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OAKWELL PRIVATE WEALTH MANAGEMENT

OAKWELL PRIVATE WEALTH MANAGEMENT

  • description Description
    At Oakwell Private Wealth, we believe our clients situation is more complex than basic money management. We evaluate each Private Wealth clients liquidity, investments, retirement, tax, estat...

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  • Employees count Employees 1-10
  • Revenue Revenue 1 Million to 5 Million
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Oakwell Private Wealth Management Org Chart and Mapping

Employees
Audrey Westfall

Audrey Westfall

Partner

Touchstone McDonald

Touchstone McDonald

Certified Financial Planner

Laurent Boumaza

Laurent Boumaza

Certified Financial Planner™/ Managing Member

Heather Dawson

Heather Dawson

Senior Client Support Specialist

Anthony Taylor

Anthony Taylor

Private Wealth Advisor

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Frequently Asked Questions Regarding Laurent Boumaza

Answer: Laurent Boumaza works for Oakwell Private Wealth Management as Certified Financial Planner™/ Managing Member

Answer: Laurent Boumaza’s role in Oakwell Private Wealth Management is Certified Financial Planner™/ Managing Member

Answer: Laurent Boumaza's email address is l***@gmail.com

Answer: Laurent Boumaza's business email address is l****@oakwellpwm.com

Answer: Laurent Boumaza’s direct phone number is (***)-***-****

Answer: Laurent Boumaza works in the industry of: Financial Services

Answer: Laurent Boumaza is the current Certified Financial Planner™/ Managing Member at Oakwell Private Wealth Management.... Read More

Answer: Laurent Boumaza works Oakwell Private Wealth Management located at 3200 Steck Ave Ste 200, Austin, Texas, 78757, United States

Answer: Oakwell Private Wealth Management's Certified Financial Planner™/ Managing Member is Laurent Boumaza

Answer: Laurent Boumaza contact details:

  • Phone number  :  (***)-***-****
  • Email  :  l****@oakwellpwm.com

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