Personalized planning for your financial goals
Founded in 2015, Gunter Financial Services was formed as an independent practice with the goal of integrating professional financial planning and wealth management using a team-based approach. We chose to affiliate with Raymond James as they provided the ideal platform to launch a practice which would best serve clients through their culture of independence and integrity.
As a local, family-founded business Gunter Financial Services has sought to serve the financial needs of our Central Texas community and beyond. In 2019, our team found a permanent home inside the newly renovated and restored Gunter Building, located on 204 N Penelope Street in downtown Belton. A renovation project which took 21 months to complete after the Gunter Family purchased the historic building in 2017.
Our two financial advisors have over 40 years of combined industry experience and our affiliation with Raymond James provides the resources of an industry renowned company. This allows us to deliver the attentive and compassionate service our clients have come to expect.
Having both grown up in families in the financial industry our advisors, Matt Gunter and Francesca Gervascio-Franzen’s, experience combined with their passion for the industry makes them an ideal team. They enjoy assisting clients in reaching their goals and providing ongoing guidance to navigate their financial journeys. Amongst their credentials, Matt and Francesca are both CERTIFIED FINANCIAL PLANNERS™. In 2020, they released their first book as co-authors, Lifestyle Metamorphosis: Enhance Your Financial Fitness in 40 Days. Matt has been recognized by Forbes on several top wealth advisors lists, including: 2019 Top Next-Gen Best-in-State, 2021 Top Next-Gen, 2022 Top Next-Gen Best-in-State, and 2022 Best-in-State Wealth Advisors.
Chris Labounty, Rachel Burgess, and Morine Johnson have spent over 50 combined years in the financial service industry. They are an integral part of our team and provide our clients with an exceptional experience.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About Forbes ranking of Best-In-State Wealth Advisors Data provided by SHOOK® Research, LLC. Data as of 6/30/21. Forbes.com (April 2022). The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Out of approximately 34,925 nominations, more than 6,550 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or SHOOK®Research, LLC. Please visit forbes.com/best-in-state-wealth-advisors for more info.
The Forbes Next-Gen Wealth Advisors Best-In-State rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered are under 40, have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The Research Summary (as of August 2022) included: 35,465 nominations for all rankings, based on thresholds, 19,986 invited to complete online survey, 14,892 telephone interviews, 3,038 in-person interviews at advisors’ location, 1,357 virtual interviews and 3,513 individuals considered and 1,000 individuals won the Next-Gen ranking. This ranking is based upon the period from 3/31/21 to 3/31/22 and was released on 8/3/22. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. For more information go to https://www.forbes.com/best-in-state-next-gen-advisors/#37b154e025ae
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