Founder Milad Taghehchian, CPA, CFP® Shares Ownership with Chris Cyndecki, CFA, CFP®, Ian Tennant, ChFC®, Daphne Jordan, CFP®, and Nicole Renaux, CFP®
Pioneer Wealth Management Group proudly marks 20 years of serving individuals and families in the Austin area and across the country. In recognition of its growth and success, the firm is excited to name four new partners: Chris Cyndecki, CFA, CFP®; Ian Tennant, ChFC®, EA; Daphne Jordan, CFP®; and Nicole Renaux, CFP®.
Since its founding in 2004, Pioneer Wealth Management Group has built a reputation for excellence in delivering personalized financial solutions for individuals and families. This strategic expansion of ownership reflects the firm’s ongoing commitment to growth, excellence, ingenuity and the future of wealth management.
“These individuals represent the values and expertise that have driven Pioneer’s success,” said Milad Taghehchian, CPA, CFP®, founder and CEO. “Their leadership will ensure that we continue to deliver the highest level of service to our clients while also shaping the next chapter of our journey.”
With over 60 years of combined wealth management experience and eight advanced designations - including Certified Financial Planner ®, Chartered Financial Analyst, Certified Public Accountant, and Enrolled Agent - the partnership team is dedicated to providing exceptional service for clients with complex financial planning needs. As an independent, employee-owned firm, clients appreciate the firm’s high-touch, individualized service and customized financial plans tailored to each client’s unique financial situation.
Contributing to the integrity and advancement of the financial planning profession is also central to the firm’s culture. Partner Daphne Jordan, CFP® recently completed her tenure as Chair of the National Association of Personal Financial Advisors (NAPFA), the nation’s leading association of over 4,000 fee-only financial advisors.
The firm’s comprehensive financial planning process begins with a deep understanding of each client’s current financial situation and the identification of their key goals and priorities. The team collaborates closely with clients to develop holistic plans that address all aspects of their financial lives, with a focus on creating efficiencies in tax strategies, equity compensation, investments, and risk management.
To learn more about Pioneer Wealth Management Group’s founding in 2004, visit our blog.
About Pioneer Wealth Management Group
Pioneer Wealth Management Group is a full-service wealth management firm dedicated to helping individuals, families, and businesses achieve financial clarity and confidence since its founding in 2004. Based in Austin, Texas, and serving clients nationwide, the firm is known for its holistic approach to financial planning, combining personalized service with deep technical expertise to address the most complex financial needs. With a team of 12 wealth management professionals and over 70 years of combined experience, Pioneer delivers expert, commission-free advice tailored to each client’s unique goals and priorities.
For more information, visit www.pioneerwealth.com or follow Pioneer Wealth Management Group on LinkedIn. Advisory services offered through Pioneer Wealth Management Group, an Investment Adviser registered with the U.S. Securities and Exchange Commission.
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