About Us

Post Oak Financial, LLC was organized in 2006 and began offering investment advisory services in Texas (2012) and Louisiana (2013). Post Oak Financial LLC offers the services of third party money managers that are SEC Registered Investment Advisors.

 

Our services for the Individual, Corporate, Institutional and Family Office client include:

  • Investment Advisory Services
  • Consulting services include:
    • Business Continuity/Succession (for Private Companies, Family Entrepreneurs),
    • Social Security Maximization,
    • Premium Finance Lending for Life Insurance Policies in excess of $200,000 annual premium,
    • Executive Benefits,
    • Estate Preservation and Wealth Management Strategies

 

The goal of Post Oak Financial, LLC is to broaden our client offerings to include active managed investments, by third party managers, for personal and corporate clients. Post Oak Financial, LLC provides services for a fee for clients seeking alternative investment opportunities.


 

bio-gandyJames R. Gandy (Rocky)
Managing Member

 

Rocky graduated from Northwestern State University, Natchitoches, Louisiana, with a Bachelor of Science Degree in Accounting and Business Administration. Initially, hired with an Oil Field Equipment Company, in the international division, he later gravitated to the financial services industry during the energy crisis of the early 1980’s. His financial services industry career begin in 1984 as a registered representative and life insurance agent; he obtained his series 7 registration in 1984 which allowed him to provide broad financial investment services to his clients in conjunction to insurance solutions for the privately held business owner and employees.

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“I consider our finest accomplishments to be the relationships we have forged with our clients and their families, knowing our clients and open communication are the cornerstones to our success.”

~ Rocky Gandy

 

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Follow Rocky Gandy on LinkedIn.