Your Financial Partner in Texas & AROUND THE U.S.
Navigating Your Financial Journey with Precision
Our mission is to provide the families and businesses we serve with innovative financial strategies that results in financial clarity, stability and overall financial health. Making strong commitments to our clients and building lifelong relationships are tenets of success at Pinpoint Financial Services.
We provide clients with custom-tailored strategies to meet short- and long-term needs. Our goal is to help our clients realize their financial aspirations and independence by offering creative strategies through an open and transparent process.
Pinpoint Financial Services serves clients across Texas and around the United States, with office locations in San Antonio and Temple. We are able to serve you both by video call or in person meetings!
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Adam Gulin
Founder & Owner
Adam was born in Baltimore, Maryland, and is a first-generation American on his father’s side of the family. He has two daughters. Adam moved to San Antonio as a child, and his sister and brother still call San Antonio home. His brother, along with many uncles and cousins, served faithfully in the U.S. Military. Adam has family members who work for the Federal Government in Washington, D.C. He has two daughters. In his spare time, he’s a sports enthusiast and enjoys picking up a microphone at the occasional karaoke outing.
Adam’s professional experience includes:
- Insurance experience since 1981.
- Investment experience since 1984.
- Founder Pinpoint Financial Services.
- Registered Investment Advisor.
- Co-Founder REAPP IMS Registered Investment Advisor.
- Series 65 Securities License (Investment Advisor).
- Life and Health Insurance License.
Lisa Gulin
Lisa Gulin is head of our Operations. When she isn’t managing our calendars, Lisa pursues several creative endeavors and has been active in animal rescue services for many years. Her insurance experience dates back to 2004.
Operations
kim mcleod
Kim is a retired school teacher who taught mathematics for 23 years. Her dedication to her students and their future was outstanding as she was always recognized by the School Board.
She as well has administrative experience along with working with places that do the testing for the city of San Antonio.
She loves to garden and spend time with her family which includes her furbabies. Kim is our Guru of paperwork and is always ready to help anyone.
Paperwork Guru Admin Assistant
Contact us
Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
71X Suites
8701 W Highway 71
Austin, TX 78735
The Century Building
84 NE Loop 410
Suite 290
San Antonio, TX 78216
New Paragraph
Heartland Executive Suites
16 E Ave A
Suite 204
Temple, TX 75601
Call Us Today: (210) 774-3997
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Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to suit their needs and objectives. This material has been prepared for informational and educational purposes only.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
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