Naomi Duke

Certified Financial Planner & Special Care Planner

Phone: 713-840-7300 Ext 18
Fax: 713-840-1747
E-mail: NaomiDuke@FinSvcs.com

Naomi Duke, CFP® integrates the creative with the technical to design workable and practical strategies for her clients.

Naomi specializes in financial and insurance planning services for professionals, closely held businesses, and their families. In addition to her general consulting practice, she maintains a special needs planning practice for disabled children, adults, and their families and serves as a settlement consultant* for individuals who have been seriously hurt as a result of a personal injury.

Ms. Duke is an experienced speaker on a variety of financial topics including, employee benefit design, special needs planning, financial literacy, life insurance planning, and retirement plan designs for business owners.

Naomi serves on the Financial Literacy Committee, sponsored by the FDIC and AALU, is a volunteer financial planner for the ALS clinic at Methodist Neurological Institute, a member of the Financial Planning Association (FPA), series 7 and 66 registered, hold a Group 1 insurance license, and has earned the Certified Financial Planner™ designation.

CFP® and CERTIFIED FINANCIAL PLANNER™ marks are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

*Service not offered through MML Investors Services, Inc.