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Serving the Houston Area
& Southeast Texas
 
Business Philosophy
 

Our Business Philosophy is based on:

Independence – CEP is independently owned by Peter J Regan. CEP does not accept payments of any kind from any third party. CEP does not accept commissions, fees, or payments of any kind from any brokerage firm, mutual fund company, bank, or insurance company. Because of this independence CEP is not limited to any subset of investment alternatives and is free to use any investment vehicle or strategy.

Process - CEP is a financial planning firm that follows the Financial Planning Process. Before any recommendations are made a thorough review of clients’ goals, financial situation, and personal tolerances for risk is performed. Only after this analysis is complete are recommendations made.

 
 
 
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Did you Know?

Mr. Regan teaches Financial Planning at the Universtiy of St. Thomas to graduate students, and financial professionals studying to become Certified Financial Planners. More Info

 

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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