Jose is the owner and managing member of Starfox Financial Services, LLC a Registered Investment Advisor (RIA) . Starfox is a fee based financial group, with no commissions or hidden fees, serving the unique needs of the high net worth investor. His firm offers a tactical approach to wealth building and wealth preservation, which offers his clients a way to manage risk and address their financial goals.
Jose has more than 20 years’ experience in the investment industry, having worked for two larger brokerages before starting Starfox Financial Services, LLC 10 years ago. He started Starfox Financial Services because he believed his clients deserved his full and undivided loyalty. Starting and RIA firm meant his clients and the community would have access to a true fiduciary advisor, one who had their best interests in mind not his own or the firms. Now, 10 years later, this fiduciary approach has allowed his business to expand to both Northern California and Texas and has resulted in having clients throughout the country.
Jose receives great fulfillment in assisting his clients to reach their financial goals and improving their quality of life, by providing wealth building tools and advice with full disclosure of any bias or conflict of interest. As a fiduciary advisor, he strives to help them achieve their goals through his diligence, his team’s quality research and a constant effort to reduce investment expenses and limit overall risks.
His faith, his family and finance are what makes Jose passionate about what he does. His experience and aptitude for finance allows him to assist others to build wealth, while allowing him to personally give back to the community. Jose’s entire firm is built around a culture of giving back, he and every other Investment Advisor who represents the firm are deeply involved in the local community. Jose serves in several non-profit and community organizations including, Rotary Club, the Lewis Center for Educational Research, and Rush Soccer Club.
Bill enjoys working with professionals, business owners and their families to pursue their goals of financial independence and freedom. He has been in the advisory and consulting business since 1994, joining Starfox Financial, LLC in 2017. Bill was previously with Merrill Lynch for nearly 13 years as a Senior Financial Advisor and Wealth Management Advisor. A graduate of Kettering University in Michigan, he holds the CERTIFIED FINANCIAL PLANNER™* (CFP®) certification awarded by the Certified Financial Planner Board of Standards, Inc., Chartered Advisor in Philanthropy® (CAP®), Chartered Retirement Planning CounselorSM (CRPC®) and the Certified Divorce Financial Analyst® (CDFA®) designations.
As a Past President of the Rotary Club of The Woodlands, Bill serves on The Woodlands Rotary Foundation Board a 501(c)(3) nonprofit, is a Rotary Assistant District Governor, a past Board Chair of CASA Child Advocates, mentors small business owners as a volunteer with SCORE, and is active with his church. He is a multiple Rotary Paul Harris Fellow, a recipient of the “Service Above Self” Award, and a 2016 graduate of Leadership Montgomery County (LMC). Bill and his wife, Hayli, reside in The Woodlands, Texas with their two daughters and two dogs.
Investment Advisor Representative
ADV Part 2b Disclosure – Everett Frampton
Born and raised in California’s Silicon Valley. Graduated with a Bachelors in Computer Science, minor in Business, from Florida A&M University.
I moved forward into my investment career working three years in the Insurance section of our financial industry. The transparency that Our firm provides is what attracted me too wanting to represent StarFox Financial Services, as an Investment Advisor Representative.
I’ve been blessed to learn for two years, the art of culinary at the San Francisco culinary academy.
What makes me valuable are my values, Faith as well as bringing a holistic approach to life, food, health, investment advice and money management.
Marsha Soboh has been the Office Administrator for Starfox Financial Services for over 2 years. Marsha’s background includes over 27 years of experience in marketing, community, public and donor relations, and client/customer service. She has over 15 years of experience in raising significant funds for academic institutions and non-profit organizations, which includes a variety of skills in successfully identifying, cultivating, soliciting and securing foundation grants, corporate grants and individual donations totaling over $ 4 million.
Marsha has worked both in the non-profit and corporate sectors, creating, directing and managing promotions, advertising and special events. In the non-profit sector, Marsha has been the Executive Director of the Orange County YWCA, Director of Development for the College of Education at the University of La Verne, Director of Development for the Apple Valley Christian Care Center and Director of Development and Community Liaison with the Foundation for Pierce College.
In the corporate arena, she was the Advertising/Promotions Director for the Orange County Transit District, and was the first Regional Marketing Director for the California Subway Franchises. For several years, Marsha had her own independent Marketing Consulting business, for the Palm Springs Regional Division of Subway, as well as 25 retail music stores throughout Southern California.
Marsha enjoys the opportunity to work with Starfox Financial Services, serving and getting to know clients, and assisting the Registered Investment Advisors, in order that the clients’ financial needs are met with their best interests in mind.
Client Service Specialist
Kathryn Bates joined Starfox Financial Services upon the opening of The Woodlands Office in 2017. Kathryn is thrilled to be working with the team as a Client Service Specialist at Starfox Financial Services’ newest office, located about 30 miles north of Houston, Texas.
Kathryn relocated from England to the United States in 2015 with her husband, Dan, and three children, now ages 21, 12, and 7. Kathryn brings experience from both the Accounting and Financial Industries and enjoys connecting with people, networking, and meeting members of the community.
Kathryn looks forward to working with the Starfox Financial Services team, providing first class customer service to clients, and managing the office’s administration in The Woodlands.