Duane Hirsch, CPA, CFP®**
- Duane has over 25 years of experience as a Financial Advisor and almost 35 years of experience as a CPA.
He is a Certified Financial Planner (CFP) and Certified Public Accountant (CPA). Duane also holds Series 7, 63, & 65 Securities Licenses as well as the Texas Life and Health Insurance License.
Extensive experience working with small business owners, executives, and retirees. His area of expertise includes comprehensive personal, estate, and small business financial planning.
Duane is a member of The Houston Estate & Financial Forum and a member of the Firm’s Investment Committee.