MODERN WEALTH ADVISORS
3120 Southwest Freeway #500
Houston, TX 77098
President and Founder
Christine's Email: email@example.com
With over 20 years of experience in the financial services industry, Christine provides financial guidance by being a “Personal CFO” to many high net worth families, small business owners and women. As a CERTIFIED FINANCIAL PLANNER™, Christine brings together both financial planning and investment management services to help clients pursue their financial goals. She provides a modern planning approach that includes strategies and action plans, but more importantly, she gets to understand who you are before making any recommendations. Christine prides herself on forming lifelong relationships with her clients and taking a thoughtful, patient and caring approach.
Ben's Email: firstname.lastname@example.org
Benjamin (Ben) Ock joined Modern Wealth Advisors, Inc. in 2015. Ben serves as a key liaison between the firm and its clients in his role. His diligence and dedication in his work ensures that client needs are addressed fully and promptly.
Ben acquired his Bachelor’s Degree from San Diego State University where he majored in Business Administration. He holds through LPL Financial his Series 7 and 66 securities licenses, as well as his insurance licenses (CA #0M63831 / TX #2940867). Ben places a deep focus on building client relationships. He is an avid self-learner who understands the importance of keeping up with the constantly changing financial services industry.
Ben resides in Houston, TX and enjoys reading and golf in his free time.