Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Texas > Houston > Loyd J. Stegent, CPA/PFS, CFP®
Find the Certified Financial Planner™
Who's right for you.

Loyd J. Stegent, CPA/PFS, CFP®

Stegent Equity Advisors, Inc.

24 Greenway Plaza
Ste 515
Houston, TX 77046
Phone: (713) 840-9300 x104
Fax: (713) 840-0012

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Cross-border Planning
  • Career Change
  • Business Taxes
  • Disaster Recovery
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Getting Divorced
  • Mutual Funds
  • Getting Married
  • Job Loss
  • Insurance
  • Life Planning
  • Startup
  • Retirement
  • Stocks & Bonds
  • Tangible Assets
  • Starting a Family
  • Long-term Care
  • Sudden Wealth
  • Men's Finances
  • Nontraditional Households
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

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