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Serving the Houston Area
& Southeast Texas


 
CEP Services
 

Investment Advisory Service

This service is for Clients who want assistance in designing, implementing, monitoring, and maintaining an investment portfolio. 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 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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