LKJ Financial

LKJ Financial LKJ Financial, LLC and PlanMember Securities Corporation are independently owned and operated.

LKJ Financial is a Houston based wealth management company offering advisory services and a range of investment and insurance-based solutions to help you meet your financial goals. Disclosure: Representative registered with and offers only securities and advisory services through PlanMember Securities Corporation (PSEC), a registered broker/dealer, investment advisor and member FINRA/SIPC. 6187 Ca

rpinteria Ave, Carpinteria, CA 93013 • (800) 874-6910. Lindsey James-West (TX Insurance License # 1561746) or Adam Godman TX Insurance License # 2404721).

Today, we’re celebrating a special milestone as Dani and Kristina reach their 4-year anniversaries with LKJ Financial!Ov...
07/13/2026

Today, we’re celebrating a special milestone as Dani and Kristina reach their 4-year anniversaries with LKJ Financial!

Over the past four years, their dedication, teamwork, and commitment to excellence have made a meaningful impact on our team and the clients we serve. We’re incredibly grateful for everything they contribute each day and the positive difference they make within our firm.

Please join us in congratulating Dani and Kristina on four wonderful years at LKJ Financial. We’re excited to celebrate this milestone and many more years ahead!

07/09/2026

A new savings option for children is generating a lot of questions, and understandably so.

The new Trump Account is a tax-advantaged investment account designed to help eligible children begin investing early, with the potential to benefit from decades of compound growth. While the $1,000 government contribution has received much of the attention, we believe the bigger conversation is about the long-term planning opportunities these accounts may create for families.

Like any financial strategy, these accounts are not a one-size-fits-all solution. They may complement other savings vehicles, such as 529 plans or Roth IRAs, depending on your family's goals and circumstances.

If you're wondering whether a Trump Account makes sense for your children or grandchildren, we're happy to help you understand how it could fit into your overall financial plan.

Some of the most meaningful investments we make aren't financial, they're the moments we share with family and friends. ...
07/03/2026

Some of the most meaningful investments we make aren't financial, they're the moments we share with family and friends.

🗽 As we celebrate Independence Day, we hope you enjoy a weekend filled with those moments.

Our office will be closed on Friday, July 3, in observance of the holiday. We look forward to serving you when we return on Monday.

🎉 Please join us in congratulating Dani on passing her Series 7 exam!This is an important professional milestone and a r...
06/30/2026

🎉 Please join us in congratulating Dani on passing her Series 7 exam!

This is an important professional milestone and a reflection of Dani's dedication to providing exceptional service to our clients. Her commitment to excellence, attention to detail, and strong work ethic have made her a valued member of the LKJ Financial team for almost four years, and we're excited to celebrate this accomplishment with her.

Congratulations, Dani! We are proud of you and look forward to all that's ahead. 🎉

Happy Birthday, Marshall!We’re so grateful for everything you do behind the scenes to keep our office running smoothly. ...
06/26/2026

Happy Birthday, Marshall!

We’re so grateful for everything you do behind the scenes to keep our office running smoothly. From tackling our IT issues like a pro to making sure our business operations stay on track, you truly keep everything working seamlessly (even when we don’t always see it happening in real time!).

Your calm problem-solving, reliability, and willingness to jump in wherever needed make such a difference to our team every day.

Please join us in wishing Marshall a very happy birthday and a year filled with happiness, success, and plenty of reasons to celebrate!

Happy Father’s Day to all the incredible dads, grandfathers, and father figures, who make a difference every day. 💙🐾Toda...
06/22/2026

Happy Father’s Day to all the incredible dads, grandfathers, and father figures, who make a difference every day. 💙🐾

Today, we’re celebrating the fathers on our team and the amazing men who helped shape, guide, and support us along the way. Thank you for your strength, wisdom, encouragement, and the countless ways you show up for your families and loved ones.

Wishing all the wonderful dads a day filled with love, appreciation, and time spent with those who matter most. Happy Father’s Day! 👔💙

Happy Birthday, Iliana! 🎉🎂 From brightening the office with her incredible sense of style to bringing positivity and en...
06/18/2026

Happy Birthday, Iliana! 🎉🎂

From brightening the office with her incredible sense of style to bringing positivity and energy to everything she does, Iliana is a joy to work with and an important part of the LKJ Financial family.

Please join us in wishing Iliana a very happy birthday and a year filled with happiness, success, and plenty of reasons to celebrate! 🎂✨

Thank you to everyone who joined us for our Summer Educational Event! We were honored to host clients and friends for an...
06/16/2026

Thank you to everyone who joined us for our Summer Educational Event!

We were honored to host clients and friends for an evening of conversation around today's markets, the economy, and the importance of maintaining perspective in an ever-changing world.

From artificial intelligence and tariffs to inflation, interest rates, and market volatility, we explored how today's headlines shape investor sentiment and why thoughtful planning and asset allocation matter more than reacting to the news of the day.

One of our favorite reminders from the evening: ✨ The headlines change. Good planning doesn't. ✨

We're grateful for the trust you place in our team and for the opportunity to learn and grow together.

We're excited to welcome our Summer Intern, Fatima Serrano, to the LKJ Financial team!Throughout the summer, Fatima will...
06/09/2026

We're excited to welcome our Summer Intern, Fatima Serrano, to the LKJ Financial team!

Throughout the summer, Fatima will be working alongside our advisors, assisting with research, planning support, and various team initiatives that help enhance the client experience.

We look forward to seeing her learn, grow, and contribute to the team over the coming months.

Summer tends to create something rare: time together.When multiple generations gather, conversations often surface aroun...
06/05/2026

Summer tends to create something rare: time together.

When multiple generations gather, conversations often surface around:
• Aging parents and future care needs
• Helping adult children financially
• Family expectations and inheritance
• The values and purpose behind your wealth

These aren't really financial conversations. They're family conversations, and they often shape decisions that impact generations.

One question to consider this summer: Would your family know your wishes if they needed to?

If not, it may be time to start the conversation

Address

550 Post Oak Boulevard Suite 350
Houston, TX
77027

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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