Heath O. Lauseng
My name is Heath O. Lauseng and I am the proprietor of The Office of Heath O. Lauseng. I am a CERTIFIED FINANCIAL PLANNER (TM) professional and a member of the Texas Bar.
My educational background includes a Bachelor of Arts degree in Political Science (Summa Cum Laude) from the University of Arizona (2006), a Master of Science degree in Personal Financial Planning from the University of Missouri-Columbia (2010), and a Juris Doctor degree from the University of Missouri-Columbia (2010).
I have served as an arbitrator for the Financial Regulatory Authority (FINRA). Prior to pursuing my Law Degree, I spent 9 years at Greenberg Financial Group, a Tucson, Arizona broker/dealer and registered Investment Advisor serving as a Registered Principal, CFO, and CCO. During my tenure with Greenberg Financial Group I held the following security and insurance licenses: Series 4 Registered Options Principal, Series 7 General Securities Representative, Series 24 General Securities Principal, Series 27 Financial and Operations Principal, Series 63 Uniform Securities Agent State Law Examination, Series 65 Uniform Investment Advisor Law Examination and Arizona Insurance License for Life, Health, and Disability.
My Background includes a year at Prudential Preferred Financial Services as a Registered Representative. In addition, I was an instructor at the University of Missouri, teaching both undergraduate and graduate level courses for the Department of Personal Financial Planning.
As a CERTIFIED FINANCIAL PLANNER (TM) or CFP (R), I have taken extensive exams in financial planning, taxes, insurance, estate planning, and retirement. As a CFP(R) professional, I am also required to complete continuing education programs each year to maintain my certification status and demonstrate my continuing commitment to the profession.
My unique qualifications allow me to navigate difficult business formations, entity dissolutions, real property transactions, family law matters, and civil mediations seamlessly. I am able to couple my extensive financial and legal experience to benefit my clients in all areas of their personal and professional legal and wealth management needs and provide comprehensive, complete, expert advisement.
I married my wife Susan in 1999 and we share a beautiful daughter, Calligraphy. I am actively engaged in the communities of both Port Aransas and Padre Island. I look forward to helping you live your "Island Life" in the best way possible.