Dave Sather is a CERTIFIED FINANCIAL PLANNER™, Accredited Fiduciary Investment Manager™, CEO and founder of the Sather Financial Group, Inc. Dave was raised in El Paso, received his B.A. in Business Management from Texas Lutheran University and M.B.A. from Texas A&M University. Furthermore, he holds the NASD Series 65 license and a Group 1 Insurance license. He has spent the past twenty five years in the financial analysis, investment and banking industries. He is responsible for coordinating portfolio management as well as financial and strategic planning for clients. This strategic planning includes traditional fee-only investment management, as well as estate, retirement, taxation
Dave Sather
Founder & CEO
Sather Financial Group Inc
United States, Texas, Victoria
About Me
Profile Information
Founder & CEO
Sather Financial Group Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Victoria
Texas
United States
Jul 31, 2024
More profiles to browse
Jon Zahradka
Vice President/Portfolio Manager, Financial Planner
WU
Warren Udd
Certified Financial Planner, President
TK
Tammy Kimbrough
Financial Paraplanner Qualified Professional and Registered ParaplannerSM
You Might Like
RR
Rachel Rademacher
Vice President of Operations
Rademacher Financial Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc