WealthStar Advisors, LLC

CONNECT

Address:

305 B West Spring Creek Suite 400
Plano, TX 75023

Phone:

(972) 372-2935

Fax/Other:

(972) 372-2960

Our Qualifications

Working together to provide a higher level of service, advice, and relationship to our clients was the basis of founding WealthStar Advisors in 2010.  Each of our advisors and staff bring unique specialties to our team that improves our overall service to each of you.  With over 175 years combined experience, we've learned and grown along the way and strive to help improve our clients' lives every day.

 

CFP® - Certified Financial Planner

Individuals who hold the CFP® designation have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand all the complexities of the changing financial climate and will make recommendations in their clients’ best interests.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two years by completing 30 hours of continuing education including 2 hours from a CFP® Board approved program on CFP® Board's Code of Ethics, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

 

CRPC

Chartered Retirement Planning CounselorSM or CRPC® 

Individuals who hold the CRPC® designation have completed a course of study encompassing pre-and post-retirement needs, asset management, estate planning and the entire retirement planning process using models and techniques from real client situations. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

 

APMA(R)

Accredited Portfolio Management AdvisorSM or APMA® 

Individuals who hold the APMA®  designation have completed a course of study encompassing client assessment and suitability, risk/return, investment objectives, bond and equity portfolios, modern portfolio theory and investor psychology. Students have hands-on practice in analyzing investment policy statements, building portfolios, and making asset allocation decisions including sell, hold, and buy decisions within a client's portfolio. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.

All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process.

Designees renew their designation every two years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck