
1 - 10 employees
Founded 2019
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Financial Serenity is a registered investment adviser based in Burleson, TX that provides values-driven, fiduciary financial planning and investment management to individuals and families. The firm offers foundation-building services (debt elimination, cash flow, habit formation), goal-focused investing, ongoing guided financial planning with regular reviews, and access to planning tools and community resources. Financial Serenity emphasizes purpose-driven and faith-aligned guidance, donates 1% of revenue to a faith-based community initiative, and also offers insurance services through licensed representatives; disclosures and regulatory filings (Form CRS, Form ADV) are provided on its site.
Selected: 🇺🇸 United States – Remote USA.
Selected: 🆕 Date Added.
🕒 January 8
Part-Time Client Operations & Asset Transfer Specialist supporting asset transfers at Financial Serenity. Engage with clients, manage paperwork, and ensure operational excellence in a remote role.
🇺🇸 United States – Remote
💵 $25 - $35 / hour
⏱ Part Time
🟢 Junior
⚙️ Operations
🚫👨🎓 No degree required
👻 Ghost score 54%
Likely ghost job
🕒 January 1
Likely ghost job
CFP® professional delivering holistic, values-based financial planning at Financial Serenity. Manage client assets with integrity and guide clients through wise financial decisions.