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Serving the Houston Area
& Southeast Texas
 

CEP Financial is a team of dedicated professionals focused on helping you achieve your most important financial goals. We are an Independent Fee-Only CFP®, Financial Advisor in Houston, Texas. Our firm provides Planning, Investment and services to help you achieve your hopes and dreams, whether it's sending your children to the right schools, a comfortable retirement, financial security late in life. CEP Financial 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.

 
Schedule of Services
Financial Plan Implementation, Asset Management and Ongoing Financial Advice  
Comprehensive Financial Plan  
Investment Risk Analysis  
Retirement Plan  
Other Financial Planning Services  
 
   
 
 

Peter Regan CFP ®, CLU ©, MBA, CPA (1980-1999)
 

Investing in your 401K

Check out these helpful presentations!

Retirement

Asset Allocation

Investing for Retirement

 

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 Paladin Registry Five Star Advisor
CEP Financial LLC | 9601 Jones Rd., Suite 240 Houston, TX 77065 | Tel: 281-685-9715 Fax: 281-271-8146
© 2016. CEP Financial LLP. All Rights Reserved.