President
Stegent Equity Advisors, Inc.
AeroLeads people directory · profile
Loyd Stegent, Cpa/Pfs, Cfp Email & Phone Number
President
at
Stegent Equity Advisors, Inc.
1 work email found
@cpaadvisors.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Stegent Equity Advisors, Inc.
Role
President
Location
Houston, Texas, United States
Who is Loyd Stegent, Cpa/Pfs, Cfp? Overview
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Quick answer
Loyd Stegent, Cpa/Pfs, Cfp is listed as President at Stegent Equity Advisors, Inc., based in Houston, Texas, United States. AeroLeads shows a work email signal at cpaadvisors.com and a matched LinkedIn profile for Loyd Stegent, Cpa/Pfs, Cfp.
Loyd Stegent, Cpa/Pfs, Cfp previously worked as President at Stegent Financial Services, Pc and Manager, Personal Financial Planning Services at Deloitte. Loyd Stegent, Cpa/Pfs, Cfp holds Bachelor Of Business Administration (Bba), Accounting from University Of Houston, C.T. Bauer College Of Business.
Company email context
Email format at Stegent Equity Advisors, Inc.
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*@cpaadvisors.com
68% confidence
AeroLeads found 1 current-domain work email signal for Loyd Stegent, Cpa/Pfs, Cfp. Compare company email patterns before reaching out.
Profile bio
About Loyd Stegent, Cpa/Pfs, Cfp
Confucius said, “The superior man understands what is right; the inferior man understands what will sell.” I feel very fortunate to make my living helping others see their choices clearly enough to understand what is right. Such understanding empowers them to create a relationship with me built on trust. With trust, there is belief in the advice given.My belief is that the financial advice-giving industry should be about two things: people and their futures. My business objective is to create lifelong client relationships with people who are willing to trust me with their future peace of mind because I know that my financial success is directly related to my clients’ financial peace of mind.The most impactful financial planning starts with minimizing income taxes. With 40 years of personal and small business tax experience, you and your financial plans will be in good hands.
Listed skills include Strategic Financial Planning, Investments, Retirement Planning, Investment Advisory, and 22 others.
Current workplace
Loyd Stegent, Cpa/Pfs, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
Stegent Equity Advisors, Inc.
5 roles · 41 years
Loyd Stegent, Cpa/Pfs, Cfp work experience
A career timeline built from the work history available for this profile.
President
Current
Stegent Financial Services, Pc
Providing tax and wealth planning services to high net worth individuals.
Jan 2000 - Present
President
Current
Stegent Equity Advisors, Inc.
Providing financial and tax planning and investment management services to high net worth individuals.
Aug 1995 - Present
Manager, Personal Financial Planning Services
1997 - 1999
~2 yrs
Senior Accountant
White Petrov Mccone
1985 - 1989
~4 yrs
2 education records
Loyd Stegent, Cpa/Pfs, Cfp education
Bachelor Of Business Administration (Bba), Accounting
University Of Houston, C.T. Bauer College Of Business
Education record
Reagan High School
FAQ
Frequently asked questions about Loyd Stegent, Cpa/Pfs, Cfp
Quick answers generated from the profile data available on this page.
What company does Loyd Stegent, Cpa/Pfs, Cfp work for?
Loyd Stegent, Cpa/Pfs, Cfp works for Stegent Equity Advisors, Inc..
What is Loyd Stegent, Cpa/Pfs, Cfp's role at Stegent Equity Advisors, Inc.?
Loyd Stegent, Cpa/Pfs, Cfp is listed as President at Stegent Equity Advisors, Inc..
What is Loyd Stegent, Cpa/Pfs, Cfp's email address?
AeroLeads has found 1 work email signal at @cpaadvisors.com for Loyd Stegent, Cpa/Pfs, Cfp at Stegent Equity Advisors, Inc..
Where is Loyd Stegent, Cpa/Pfs, Cfp based?
Loyd Stegent, Cpa/Pfs, Cfp is based in Houston, Texas, United States while working with Stegent Equity Advisors, Inc..
What companies has Loyd Stegent, Cpa/Pfs, Cfp worked for?
Loyd Stegent, Cpa/Pfs, Cfp has worked for Stegent Equity Advisors, Inc., Stegent Financial Services, Pc, Deloitte, and White Petrov Mccone.
How can I contact Loyd Stegent, Cpa/Pfs, Cfp?
You can use AeroLeads to view verified contact signals for Loyd Stegent, Cpa/Pfs, Cfp at Stegent Equity Advisors, Inc., including work email, phone, and LinkedIn data when available.
What schools did Loyd Stegent, Cpa/Pfs, Cfp attend?
Loyd Stegent, Cpa/Pfs, Cfp holds Bachelor Of Business Administration (Bba), Accounting from University Of Houston, C.T. Bauer College Of Business.
What skills is Loyd Stegent, Cpa/Pfs, Cfp known for?
Loyd Stegent, Cpa/Pfs, Cfp is listed with skills including Strategic Financial Planning, Investments, Retirement Planning, Investment Advisory, Investment Strategies, Tax, Retirement, and Wealth.
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