Privacy and Firm Disclosures
As a prospective or current client, you may be concerned about the confidentiality and security of the information you provide to this office.We take protecting your data and privacy very seriously. The Gramm-Leach-Bliley Act of 1999 requires that all providers of personal financial services, inform clients of their policies regarding privacy of client information. Please click the attachment below to get a summary of our privacy policy, as well as required SEC/FINRA disclosures for our firm's brochure (called ADV Part 2).
You can also check my background on FINRA's BrokerCheck.
Also please note that the content on our website is developed from sources believed to be providing accurate information. The information in this material is not intended as financial, tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
YWA may only provide financial planning and investment advice in Texas. We do provide financial coaching nationwide.
