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Serving the Houston Area
& Southeast Texas


 
 

Investment Advisory Service

This service is for Clients who want assistance in designing, implementing, monitoring, and maintaining an investment portfolio. In addition to the analysis performed to prepare a financial plan, this service also includes:

- Determining clients’ investment goals
- Evaluating current assets
- Determining projected cash flow needs
- Determining any investment constraints
- Determining client risk tolerance
- Maintaining and monitoring the portfolio
- Developing an investment strategy including specific investment recommendations
 
 
 
New to Financial Advising? View our 'Getting Started' section!
  

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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