André Small, CFP®, MBA
A Small Investment starts with YOU
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Serving Clients Nationwide
A Small Investment starts with YOU
Areas of Focus
- Cash Flow
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About André Small, CFP®, MBA
Hi, I'm André Small. With over 15 years of experience in financial planning, I’m here to collaborate with you to turn your intentions into prosperity.As a Certified Financial Planner with an MBA in Finance and a Bachelor’s degree in Organizational Leadership, I bring a deep wealth of knowledge and practical expertise to every conversation.
My journey in finance has been shaped by a passion for helping others, guided by my faith and love for family. I started as a Series 7 licensed advisor, directly managing client assets. Now with my current 66 license, I focus on providing timely, actionable advice tailored to those who need a trusted second opinion or a personal CFO.
At my firm, I collaborate with high earners and high net worth professionals who are hands-on with their finances but need expert guidance to unlock their full potential. I see myself not just as an advisor, but as a creative visionary and meticulous strategist, working alongside you to prioritize what matters most in your financial life.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Master of Business Administration (MBA)
Affiliations
- Financial Planning Association
- National Association of Personal Financial Advisors
Primary Location
Houston, TX, 77044
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Offers Advice-Only Services
- Fee Only
- Flat Fee
- Hourly Rate
- One-time Financial Plan
- Subscription
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule a free introductory call. In our complimentary consultation, we’ll discuss your financial goals, current situation, and how we can help. You’ll get an overview of our services, fee structure, and answers to any questions. This meeting is about determining if we’re a good fit, with no obligation to proceed. Feel free to bring any documents or questions to make the most of our time together. I look forward to speaking with you.Offers Investment Management
Yes
About A Small Investment, LLC
A Small Investment was founded on the belief that everyone deserves financial empowerment.With years of experience and expertise, our platform provides comprehensive financial planning solutions to collaborate with You to achieve financial clarity and growth.
As a Certified Financial Planner dedicated to offering personalized consultations and guidance, ensuring that each client receives tailored financial advice to meet their specific needs and maximize potential to meet their financial goals.
Why Choose A Small Investment?
✔️ Expert Guidance
Personalized consultations with a Certified Financial Planner(R) for sound financial decisions.
✔️ Educational Resources
Access to online resources, books, and quick cards for enhancing financial literacy.
✔️ Customized Solutions
Tailored financial strategies to meet your unique goals and aspirations.
✔️ Adaptive Planning
Leverages real-time data and analytics to create flexible, responsive strategies that evolve with your changing circumstances.
Ready to learn more?
Let’s talk. Click the 'Book Intro Call' button above to review the pricing page and select a planning strategy that works for you.
Education
University of Houston-Victoria, Master's Degree | University of Houston, Bachelor's Degree
Hobbies and Interests
- Family
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
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