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CEP Financial's
Core Values

Competency

Comprehensive

Compensation

Client Centered

Complete Disclosure

 
 
Serving the Houston Area
& Southeast Texas

 
 

Background

Prior to becoming a CFP® practitioner, Mr. Regan spent 25 years auditing and managing pension plans, 401ks, IRAs, insurance and annuity contracts. Mr. Regan has practiced as a Certified Financial Planner® practitioner since 1996. He has prepared financial plans for and managed the investments of hundreds of individuals, trusts and small companies. He served on the Board of the Houston Chapter of the Texas Society of CPAs and was chairman of the Financial Planning Committee. Mr. Regan also teaches a class in financial planning at St. Thomas University in Houston to financial professionals that are studying to become Certified Financial Planners®.

Education and Professional Designations

BBA - Accounting Temple University
MBA - Finance Temple University
Certified Financial Planner®, practitioner
Chartered Life Underwriter

 
 
Contact CEP Financial today for a complimentary consultation.
 

Peter Regan CFP ®, NAPFA-RA, CLU ©, MBA
 
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"I believe in treating my clients right, which means being up front and honest."

- Pete Regan

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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