Robert Rexford
CFP®
Rexford Capital Wealth Management
Financial Advisor
Robert Rexford
CFP®
Rexford Capital Wealth Management
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Robert Rexford, CFP®
Fee-Only financial planner located in Bellaire, TX, serving clients locally and across the country
Robert Rexford is a Bellaire, TX fee-only financial planner. Rexford Capital Wealth Management provides comprehensive and objective financial planning to help high net-worth clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Robert Rexford is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Rexford Capital was founded by Robert Rexford CFP®, a financial planner and portfolio manager, who has provided financial advice and wealth management services to affluent clients since 1990. Robert has created a team of fiduciaries, attorneys, accountants, and investment advisors to offer affluent households a holistic approach to wealth management.
Robert spent 13 years as a portfolio manager with Merrill Lynch & Co., Inc. In 2003 he founded Rexford Capital, Inc. and serves as its President and Portfolio Manager. Robert holds a BBA in Business and a BS in Economics from Southern Methodist University.
Robert Rexford is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Rexford Capital Wealth Management is a fee-only, financial planning and investment management RIA. Providing comprehensive financial planning and ongoing investment management to clients in Bellaire, Texas and across the country.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Estate and Generational Planning Needs
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- High Net-Worth Clients
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Robert Rexford is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Robert Rexford is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Robert Rexford is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Contact Robert Rexford
Office Locations:
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5420 Braeburn Dr
Bellaire, TX 77401
