About My Practice
Stavis & Cohen Financial is a Houston-based, privately held, financial advisory services firm. We are an independent firm that is not owned, affiliated or financially supported by any bank or brokerage firm. We employ a team of professionals dedicated to helping families with large and complex estates make sound financial choices. We have been recognized multiple times, including this year, as one of the nation’s top 100 wealth advisors by Worth. Additionally, we have been teaching financial planning and investment courses through the Rice University Susanne M. Glasscock School of Continuing Studies since 1984.
Experience
I have served as a financial advisor to Houston families for more than 28 years.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 65
Insurance Licenses
Life insurance: TX,CO,CT,FL,IL,NC,TN,TX, Health/disability insurance: Multiple,states, Variable annuities: Multiple,states
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Broker-Dealer Affiliation
Cambridge Investment Research, Inc.
Broker-Dealer Disclaimer
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Stavis & Cohen Financial, LLC, a Registered Investment Advisor. Stavis & Cohen Financial, LLC & Cambridge are not affiliated.
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
