Broker Check

Compliance Test Page - Do Not Publish

Andrew Paz, CFP®, CSSCS®

Financial Planner

726-727-6585

210-610-1114

apaz@mfplanners.com

Financial literacy is something that I consider to be one of the most important skills for any adult individual. Having the financial freedom to accomplish and exceed your most valued goals in life is what I want for all of our clients...

Read more

Eloisa Vela

Chief Compliance & Operations Officer

726-727-6584

210-610-1114

evela@mfplanners.com

Eloisa is a bilingual administrative assistant with extensive experience in the field of financial services. She implements and streamlines office processes to improve workflow and assist planners in accomplishing their goals....
Read more

Jason Duffaut, CFP®, CAP®, CPFA®, CExP®

Managing Member | Financial Planner

726-727-6583

210-610-1114

jduffaut@mfplanners.com

I'm driven to help people achieve personal, business, family, and community impact by simplifying finance, taxation, risk management, and investments into actionable plans.With a background spanning banking, lending, investments,...
Read more

Kenneth Hamilton, CFP®, CDFA®, RICP®, CSSCS®

Managing Member | Financial Planner

726-727-6582

210-610-1114

khamilton@mfplanners.com

My primary focus has been to help people achieve and maintain financial independence and to live their best financial life. I collaborate with clients to create strategies designed to meet their financial planning goals.

Read more

Matt Donaghue, CFP®, CLU®, CLTC®, RICP®, NSSA®, AIFA®, PPC®

Managing Member | Financial Planner

726-727-6581

(210) 610-1114

mdonaghue@mfplanners.com

Matt was inspired to enter the financial services industry to help people reach their goals. Through his commitment to integrity and doing what is right for his clients, his mission is to ensure every client has a positive experience....

Read more