Megan Beaufays, CFP

Email: Megan@AvionWealth.com
Phone: (281) 528-1200
LinkedIn: www.linkedin.com/in/megan-beaufays/

Megan Beaufays, CFP® is a wealth manager at Avion Wealth, an elite wealth management firm for successful business leaders. Using a consultative approach, and working with a team of experts, Megan serves to protect his clients’ wealth, while mitigating their taxes, taking care of their heirs, protecting their assets from being unjustly taken and maximizing the impact of their charitable giving.

Megan is a CERTIFIED FINANCIAL PLANNER ™, a state registered Investment Advisor Representative and holds her Series 65 license. She earned a bachelor’s degree from Bowling Green State University in 2009 and has over 14 years of Financial Services and Planning experience.

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