Combest Wealth Management

Financial ServicesInvestment serviceDallas, Texas

Contact

Address
14785 Preston Road Suite 550, Dallas, Texas, 75254
Phone
(972) 789-5139
Website
combestwealth.com/
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Business Hours

SundayClosed
Monday08:30am – 05:00pm
Tuesday08:30am – 05:00pm
Wednesday08:30am – 05:00pm
Thursday08:30am – 05:00pm
Friday08:30am – 05:00pm
SaturdayClosed

Description

Steven Combest, CFP, is the founder of Combest Wealth Management. With a deep understanding gained from serving in the financial industry for over 17 years, Steven develops individually tailored financial strategies for clients using a planning-based approach. While studying electrical engineering at Southern Methodist University in Texas, Steven called to apply for a job and accidentally called Merrill Lynch, who was looking to hire an intern. That conversation led to a job offer, taking him onto a completely new path. While working at Merrill Lynch, Steven saw the powerful connection between working in finance and doing good for others.