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CEP
Financial's
Core
Values
 Competency
Comprehensive
Compensation
Client
Centered
Complete
Disclosure
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Serving the Houston Area
& Southeast Texas |
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CEP
Financial is a Houston area Financial Advising firm.
We specialize in all aspects of Financial Planning.
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are an exceptional team of dedicated professionals
(CFP, CPA, CLU, JD) focused on helping you achieve
your most important financial goals.
Founded
by Peter Regan, CFP, MBA, CLU© CEP Financial
provides Fee-Only financial advising which ensures
that we are focused on your financial well-being,
not pushing other products or subject to conflicts
of interest.
CEP Financial provides Planning,
Investment and Project services.
CEP Financial is located in Northwest Houston and
serves clients in Houston and throughout the Southeast
Texas region.
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What
the Fiduciary Oath Means to You - The Client
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We will always act in good faith and with candor
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We will be proactive in disclosing any conflicts
of interest that may impact you.
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We will not accept any referral fees or compensation
that is contingent upon the purchase or sale
of a financial product.
 More
about the Fiduciary Oath
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