Yasemin Tuzun

Yasemin Tuzun

Vice President & Wealth Management Advisor

My Approach:


As a wealth management advisor, I believe success should be measured not just by your financial well-being,
but by how confident you feel about your future. My mission is to help you reach your financial goals through
a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you to
manage your goals, giving you greater confidence.

Areas of Focus
Family Finances
Cash Flow Management
Saving for Education
Retirement Income Strategies
Insurance
Tax Planning Strategies
Investments
Retirement Planning Strategies
Retirement Plan Distribution
Executive Compensation and Benefit Strategies
Employee Stock Options


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business with residents of TX.