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Serving the Houston Area
& Southeast Texas
 

Sometimes, things aren't always what they seem. While anyone can call themselves a Financial Planner, it doesn't always mean they have the background qualified for handling & growing your hard earned nest egg. What one calls financial advice, another might call good salesmanship.

For those that want Financial advice that works for you, we recommend Fee-Only financial advising.

Fee-Only financial advising ensures that we are focused on your financial well-being, not pushing other products or subject to conflicts of interest.

There is a difference. One that we think you will appreciate.

Call CEP Financial advisors today for a complimentary consultation.

 

What We Are:

We are competent, trained professionals.

We put our client's interest first. Our clients interest are paramount. More important than our own interest and certainly more important than the interest of any financial institution or other corporate entity.

We design a comprehensive approach that takes into account all of a client's financial considerations from investing to estate planning.

 
What We Are Not:

We are not tipsters

We are not insurance agents or stockbrokers

We are not untrained people who hang out a financial planning 'shingle'

We are not merely investment or tax advisors

Peter Regan is a Certified Financial Planner
Pete Regan is a Registered Financial Advisor
Peter Regan is a member of the Financial Planning Association
Peter Regan is a Paladin Registry Five Star Advisor
CEP Financial LLC | 12345 Jones Rd. Suite 190 · Houston, Texas 77070 | Tel: 281-685-9715 Fax: 281-271-8146
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