Sign In
Get Started →
Who are Cdfa Happy Franklin’s most high-profile connections?
Profile Image for Cdfa Happy Franklin

Cdfa Happy Franklin

Wealth Planner at Navigation Financial Group
Dallas, Texas, United States
SummaryAI Assisted Badge

Cdfa Happy Franklin is a dedicated advisor known for fostering long-term relationships based on trust and understanding. With a focus on comprehending clients' financial goals, Happy works collaboratively to create custom plans tailored to meet individual aspirations, whether it's starting a family, managing a family business, or enjoying a well-deserved retirement. As a professional in the financial services industry, Happy holds a Juris Doctor (JD) degree from Texas Tech University School of Law and a Bachelor of Business Administration (BBA) in Marketing and Management from Texas Tech University - Rawls College of Business. With a robust professional background, Happy has served in various capacities, including Wealth Planner at Navigation Financial Group and previously as a Financial Advisor at Hilltop Securities Independent Network Inc., A. G. Edwards/Wachovia/Wells Fargo, Financial Assistant at A. G. Edwards & Sons, Inc, Student Assistant at Texas Tech University School of Law, Law Library, and Resident Assistant at Texas Tech University, Housing and Dining. Connect with Happy Franklin for a complimentary consultation or visit the website for more information.

This public profile is provided courtesy of Clay. All information found here is in the public domain.
This public profile is provided courtesy of Clay. All information found here is in the public domain.