Popular on eTradeWire
- K9 Technology President Files a Lawsuit Against Google LLC - 272
- BK Adventure Celebrates 10 Years of Glow: Join the Year-Long Celebration! - 232
- NCYS Names Distinguished Sports Leaders to Officer Positions for 2025 - 216
- Premium workspaces with exceptional hospitality to fuel your growth. Where professionals thrive - 195
- Uriel Medrano Joins RE1 Advisor as Property Manager/Realtor - 193
- The Perfect Book for Your Child's First Lost Tooth! - 192
- CROW receives funding to rebuild Sea Turtle Complex post Hurricane Ian - 168
- Pet Professional Guild Announces Corporate Partnership with the Phenix Advocacy Center - 163
- Vocs AI Announces Three Groundbreaking Features to Revolutionize AI Voice Generation - 155
- Benchmark International Faciltd. the Trans BT EZ Fabricating, Inc. and House Rock Capital Partners - 142
Similar on eTradeWire
- Coming Up on the Golf Channel Leading Wealth Management Expert Susan Swinehart
- United Heritage Credit Union Partners with Central Texas Food Bank to Combat Food Insecurity in Texas
- CommunityWide Federal Credit Union Taps Scienaptic's AI Platform to Transform Credit Underwriting
- Advance Credit Union appoints Faye Bailey as General Manager
- Transform Your Payments with FlexPay and Clover
- Streamline your operations with Wisk and Clover
- First Bancorp of Indiana, Inc. Announces Financial Results - December 31, 2024
- Delaware Title Loans, Inc. Launches Redesigned Website
- Activest Wealth Management Named to Newsweek's America's Top Financial Advisory Firms 2025
- PortF Partners with Fair4All Finance to Enhance Financial Inclusion Reporting
Paraklete® Financial, Inc. Expands its Presence with New Office in Houston
eTradeWire News/10770503
ATLANTA - eTradeWire -- Houston, TX – Paraklete Financial, Inc., a prominent personal financial planning firm, is pleased to announce the opening of its newest office in Houston. This strategic expansion reflects the company's commitment to providing integrated personal financial planning services and virtual unbundled office services to clients in the Houston metropolitan area.
The Houston office is spearheaded by Charlie Wilson, CPA/PFS, an accomplished CPA with a strong background in tax and estate planning. With extensive experience and expertise in serving the financial needs of individuals and businesses, Charlie brings a unique perspective to Paraklete Financial's client-focused approach.
"We are excited to establish a presence in Houston and extend our reach to serve the vibrant community here," said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. "Charlie Wilson's leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering tailored solutions to our clients in this region."
The new office will offer a comprehensive suite of financial services, including virtual unbundled family office services, as well as integrated personal financial planning services. All services utilize a collaborative team of advisors. Clients can expect personalized attention and strategic guidance to help them achieve their financial objectives.
More on eTradeWire News
"I am honored to join the Paraklete Financial team and lead the Houston office," said Charlie Wilson. "Our mission is to empower clients with the knowledge and resources they need to make informed financial decisions and pursue their long-term financial goals."
About Paraklete Financial, Inc.:
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing virtual unbundled family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
https://www.parakletefinancial.com (mailto:stillery@parakletefinancial.com)
The Houston office is spearheaded by Charlie Wilson, CPA/PFS, an accomplished CPA with a strong background in tax and estate planning. With extensive experience and expertise in serving the financial needs of individuals and businesses, Charlie brings a unique perspective to Paraklete Financial's client-focused approach.
"We are excited to establish a presence in Houston and extend our reach to serve the vibrant community here," said Susan Tillery, CPA / PFS, AEP® (Distinguished), CEO of Paraklete Financial, Inc. "Charlie Wilson's leadership and deep understanding of personal financial planning and taxation will be invaluable in delivering tailored solutions to our clients in this region."
The new office will offer a comprehensive suite of financial services, including virtual unbundled family office services, as well as integrated personal financial planning services. All services utilize a collaborative team of advisors. Clients can expect personalized attention and strategic guidance to help them achieve their financial objectives.
More on eTradeWire News
- Unstoppable Women: Women's Orchestra of Arizona's Scottsdale Concert Inspires with Powerful Works
- Vibe Rantz Designs Is In Business With Website Launch And 3d Prints Added!
- KLM Enterprises Announces Rebranding of Baby Girl Elite Shoes to Being Great Everyday Brand
- Well Revolution Announces Free Healthcare for Every Artist in New York
- Ticon and Map AI Announce Business Alliance, With Map AI To Provide Exclusive Demographics Data
"I am honored to join the Paraklete Financial team and lead the Houston office," said Charlie Wilson. "Our mission is to empower clients with the knowledge and resources they need to make informed financial decisions and pursue their long-term financial goals."
About Paraklete Financial, Inc.:
Paraklete Financial, Inc. is a leading financial advisory firm dedicated to providing virtual unbundled family office services as well as integrated personal financial planning services to individuals, families, and businesses. With a commitment and focus on integrity, transparency, and personalized service, Paraklete Financial, Inc. helps clients navigate their financial journey with confidence and peace of mind.
For media inquiries, please contact:
Susan Tillery
CEO & President
stillery@parakletefinancial.com
https://www.parakletefinancial.com (mailto:stillery@parakletefinancial.com)
Source: Paraklete® Financial, Inc.
Filed Under: Financial
0 Comments
Latest on eTradeWire News
- Theta Sleep Clinic Opens in Salt Lake City, Offering Cutting-Edge Sleep Solutions
- Direct Interactions Celebrates National 211 Day
- Gibbs Diesel Mechanics Center Opens At Ventura College
- Coming Up on the Golf Channel Leading Wealth Management Expert Susan Swinehart
- From Ashes to Anchors: A Faith-Driven Journey Through Wildfire Trauma
- PCnet Supports Business Growth with Reliable Managed IT Services
- Tickets available to hear Olympian Michael Phelps at the Kids' Minds Matter 2025 Signature Gala
- Solas Brings Their 30th Anniversary Tour to the Weinberg Center
- David Prescott Announces Campaign for Amarillo City Council, Place 3
- Pogo Bounce House to Exhibit at Toy Fair 2025 in NYC
- Hilton Head Bluffton Realty Celebrates Sales Professionals with Prestigious Awards
- Enhance Your Home or Office with Premium Shade Solutions from Retractable Outdoor Solutions
- Colonial Oil Industries Celebrates the Christening of New Tug and Barge
- [amorpha] - Abstract Art Exhibition
- Daryl Guberman: The Forefather of Quality and Government Accountability
- DICE Dental Emphasizes the Importance of Early Internal Resorption Treatment
- Introducing Anastasis Plus: A Revolutionary Health Share Plan in Nashville
- Ocean Prime hiring associates for new Fort Lauderdale waterfront location
- Book Release for "The Adventures of the Reflex Rangers: Jack and his Sea Legs"
- The Grifties Award Show Tickets Now Available