- Fee-Only Financial Services
- Comprehensive Financial Planning
- Free Initial Consultation
- Investment Management
- Retirement Planning
- Education Planning
- Elder Care Issues
- Estate Planning
- Insurance Analysis
- Charitable Giving and Trusts
- Planning for Business Owners
- Cash Flow and Budgeting
Richardson, TX 75080
Austin, TX 78750
Virginia Pañeda is a NAPFA-Registered Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Virginia Malavé Pañeda joined Richard P. Slaughter Associates in 2005. She led our expansion in the Dallas-Fort Worth Metroplex in 2010 and is the operations manager for that office. As a financial advisor, she is also responsible for ongoing financial planning, new client relationships and trading.
Virginia is a CERTIFIED FINANCIAL PLANNER™ professional and Registered Investment Advisor, holding Series 7, 63, and 66 securities licenses. She brings an insight into the performance quality necessary to make a difference for clients. She works with clients to plan for the future in areas such as retirement, education, taxes, concentrated stock positions and investment strategy.
Prior to joining Slaughter Associates, Virginia was with Charles Schwab for five years as a branch investment specialist and a retirement plan advice services representative. Prior to Schwab, she worked for Merrill Lynch in Texas and California.
Virginia holds a B.A. in Multinational Organizational Studies from St. Mary’s University in San Antonio. She received her CFP® certification from the University of Texas at San Antonio. She has volunteered with the Red Cross for Katrina victims and with Special Olympics.