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Serving the Houston Area
& Southeast Texas


CEP Financial is an exceptional team of dedicated professionals (CFP, CPA, CLU, JD) focused on helping you achieve your most important financial goals. Our firm provides Planning, Investment and Project services to help you achieve your hopes and dreams whether its sending your children to the right schools, a comfortable retirement, financial security late in life. Our team has the expertise and integrity to help you achieve these critical goals. Our biggest impact may be the financial peace of mind that comes with the awareness that your interests always come first.

 

CEP Financial's 2008 YTD Market Review
What is Real? What is Permanent? What is Temporary?


CEP Q3 Newsletter

 

Peter Regan CFP ®, NAPFA-RA, CLU ©, MBA
 
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Why do you benefit from Fee-Only advice?

Fees eliminate several potential conflicts of interest.

Fees are paid quarterly and they stop if advisors fail to meet expectations and you terminate their services.

The ongoing fee is the advisor’s economic incentive to meet your expectations.

 

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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