Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Oklahoma > Tulsa > Stephen P. Regouby, CFP®

Find the Certified Financial Planner™
Who's right for you.

Saved Planners (0)

Stephen P. Regouby, CFP®

Union Financial Advisors, LLC

6140 S 104th E Ave
Ste 400
Tulsa, OK 74133-1588
Phone: (918) 627-2500
Fax: (918) 627-4450

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $50,000

Specialties

Comprehensive Financial Planning
Attending College
Annuities
Investment Management
Estate Planning
Employee Benefits
Mutual Funds
Insurance
Life Planning
Retirement
Long-term Care
Sudden Wealth

How Planner Charges

Combination Fee/Commission

Considerations: Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through Union Financial Advisors, Inc. Union Financial Advisors, Inc. and 1st Global Capital Corp. are unaffiliated entities.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.