Team
At Cuellar Financial Group, we embrace a culture of forward thinking, collaboration and community. Our team of agile problem solvers tackle each client's challenge as if it were our own. From the moment you first meet with one of our representatives, you can expect to chat with a professional that will make sure you understand the 'why' behind any suggestion. We encourage you to contact us to learn more about how we can help you, your friends and your family.
We can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management analysis
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s a good approach for college savings?
- What are the elements of a sound estate strategy?
- Do I have enough life insurance for my family?
Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation. Contact us today.
Ilan joined LPL Financial's platform in 2010 with a commitment to helping people in the area with their financial needs. Born and raised in Pasadena, he graduated from Texas A&M with a Bachelor of Science in Economics and a Minor in...
David was born and raised in the piney woods of East Texas. He graduated from Baylor University and began his career in the 1990's in Dallas. He has since made Houston his home. Mr. Lewis is proudly married and a father of two...
Kurt brings about two decades experience in the financial services industry. He is a proud husband and father of two. He graduated from Colorade State University where he also played football at the collegiate level. He takes great...