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CEP Financial's
Core Values

Competency

Comprehensive

Compensation

Client Centered

Complete Disclosure

 
 
Serving the Houston Area
& Southeast Texas
 


CEP Financial is a Houston area Financial Advising firm. We specialize in all aspects of Financial Planning.

 
 
CEP is a team of dedicated professionals focused on helping you achieve your most important financial goals.

Founded by Peter Regan, CFP, MBA, CLU©, CPA- Retired, 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 Management services. We are not a law firm or a CPA firm.

CEP Financial is located in Northwest Houston and serves clients in Houston and throughout the Southeast Texas region.

 

What the Fiduciary Oath Means to You - The Client

- We will always act in good faith and with candor

- We will be proactive in disclosing any conflicts of interest that may impact you.

- 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

 

Peter Regan CFP ®, NAPFA-RA, CLU ©, MBA
 
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Greg Zajac
 
 
Colleen Cooksey
Colleen Cooksey
 
 
Peter Regan is a Certified Financial Planner
Pete Regan is a Registered Financial Advisor
Peter Regan is a Paladin Registry Five Star Advisor
CEP Financial LLC | 9601 Jones Rd., Suite 240 Houston, TX 77065| Tel: 281-685-9715 Fax: 281-271-8146
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