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Jeff Morneault
Financial Planner at Optas Capital
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Work Experience
Financial Planner
Aug 2023 - Present · 1 years and 4 months
Jul 2021 - Jul 2023 · 2 years
Advisor And 401K Plan Educational Specialist
Jul 2022 - Jul 2023 · 1 years
Retirement Plan Specialist
Jul 2021 - Jul 2022 · 1 years
Company Details
2-10 Employees
At Optas, we provide a direct line to counsel on what matters most to you, which is everything, since your wealth now touches every aspect of your life. From considering a new job to tying the knot to buying a home, we serve as your sounding board, problem solver, and sanity check to make the most of your money and your life.
Year Founded
2019
Social Media
LinkedinTwitter
Industry
Financial Services
HQ Location
Austin, TX, US
Keywords
Financial PlanningTax PlanningEstate PlanningAsset ManagementAdvice and Guidance
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