Loyd Stegent, Cpa/Pfs, Cfp

Loyd Stegent, Cpa/Pfs, Cfp Email and Phone Number

President @ Houston, TX, US
Houston, TX, US
Loyd Stegent, Cpa/Pfs, Cfp's Location
Houston, Texas, United States, United States
Loyd Stegent, Cpa/Pfs, Cfp's Contact Details

Loyd Stegent, Cpa/Pfs, Cfp work email

Loyd Stegent, Cpa/Pfs, Cfp personal email

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.

Loyd Stegent, Cpa/Pfs, Cfp's Current Company Details
Stegent Equity Advisors, Inc.

Stegent Equity Advisors, Inc.

President
Houston, TX, US
Loyd Stegent, Cpa/Pfs, Cfp Work Experience Details
  • Stegent Equity Advisors, Inc.
    President
    Stegent Equity Advisors, Inc.
    Houston, Tx, Us
  • Stegent Financial Services, Pc
    President
    Stegent Financial Services, Pc Jan 2000 - Present
    Providing tax and wealth planning services to high net worth individuals.
  • Stegent Equity Advisors, Inc.
    President
    Stegent Equity Advisors, Inc. Aug 1995 - Present
    Providing financial and tax planning and investment management services to high net worth individuals.
  • Deloitte
    Manager, Personal Financial Planning Services
    Deloitte 1997 - 1999
    Worldwide, Oo
  • White Petrov Mccone
    Senior Accountant
    White Petrov Mccone 1985 - 1989

Loyd Stegent, Cpa/Pfs, Cfp Skills

Strategic Financial Planning Investments Retirement Planning Investment Advisory Investment Strategies Tax Retirement Wealth Wealth Management Small Business Financial Advisory Wealth Management Services Personal Financial Planning Certified Financial Planner Personal Finance 401k Asset Management Financial Planning Income Tax Financial Education Tax Compliance Accounting Quickbooks Cash Flow Finance High Net Worth Individuals

Loyd Stegent, Cpa/Pfs, Cfp Education Details

  • University Of Houston, C.T. Bauer College Of Business
    University Of Houston, C.T. Bauer College Of Business
    Accounting
  • Reagan High School
    Reagan High School

Frequently Asked Questions about Loyd Stegent, Cpa/Pfs, Cfp

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 the current company?

Loyd Stegent, Cpa/Pfs, Cfp's current role is President.

What is Loyd Stegent, Cpa/Pfs, Cfp's email address?

Loyd Stegent, Cpa/Pfs, Cfp's email address is ls****@****aol.com

What schools did Loyd Stegent, Cpa/Pfs, Cfp attend?

Loyd Stegent, Cpa/Pfs, Cfp attended University Of Houston, C.t. Bauer College Of Business, Reagan High School.

What skills is Loyd Stegent, Cpa/Pfs, Cfp known for?

Loyd Stegent, Cpa/Pfs, Cfp has skills like Strategic Financial Planning, Investments, Retirement Planning, Investment Advisory, Investment Strategies, Tax, Retirement, Wealth, Wealth Management, Small Business, Financial Advisory, Wealth Management Services.

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