Stephen "Steve" Houser, Cpa, Cfp® Email & Phone Number

Rockledge, Fl, Us

Space Coast, Fl

Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955Steve is a Florida CPA since 1978 and is a Lifetime Member of the Florida Institute of Certified Public Accountants. He is a Certified Financial Planner Practitioner (CFP®) since 1990 and an Investment Advisor Representative with Cetera Financial Specialists LLC. Steve currently holds Series 7, 63, and 65 securities registrations, registered in AR, CA, FL, GA, MD, NC, and VA. Steve is a Certified Specialist in Estate Planning… Show more Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955Steve is a Florida CPA since 1978 and is a Lifetime Member of the Florida Institute of Certified Public Accountants. He is a Certified Financial Planner Practitioner (CFP®) since 1990 and an Investment Advisor Representative with Cetera Financial Specialists LLC. Steve currently holds Series 7, 63, and 65 securities registrations, registered in AR, CA, FL, GA, MD, NC, and VA. Steve is a Certified Specialist in Estate Planning from National Institute for Excellence in Professional Education since 1999 and holds a State of Florida Insurance License-Health, Life & Variable Annuity.A yearly Top 100 Financial Advisor in the nation by the Cetera Financial Specialists, since 2010, Steve dedicates his energy creating abundant legacies to one family at a time. This recognition is based on a ranking of production for all registered advisors supported by Cetera Financial Specialists LLC, part of the Cetera Financial Group, the nation’s second-largest independent financial advisor network.Steve is a highly credentialed financial services representative with over 40 years of experience in tax and accounting and 18 years in wealth management. He began in 1978 with Davies, Houser, & Secrest, CPA, PA, a large accounting firm where he served individuals, families, and businesses, audited government agencies in Brevard County. In 2006, Steve successfully launched FPT Services, CPAs, a tax, accounting, and wealth management firm serving the Space Coast. 11 years later, in September 2017, he launched Houser Financial Group to provide more personalized concierge client services for family investment and planning needs. ***Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity. Show less

Two Locations: Palm Bay, And Rockledge, Florida

FPT Services is an experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountants, Certified Financial Planner Practitioner, and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.FPT Services was founded upon principles of placing extreme importance on our client's financial goals and objectives. We're in the business of… Show more FPT Services is an experienced professional Financial Services Group located in Rockledge and Palm Bay, serving the Space Coast (Brevard County, Florida), with Licensed Certified Public Accountants, Certified Financial Planner Practitioner, and an Enrolled Agent ready to help you with your tax, accounting and wealth management investment needs.FPT Services was founded upon principles of placing extreme importance on our client's financial goals and objectives. We're in the business of building long-term, genuine and rewarding relationships that are based upon trust and quality client service.Our team of experienced professionals provides a "hands-on" approach to tax, accounting, and investment planning. They are dedicated to providing the sound guidance and customer care that are required in every phase of our clients' financial goals. Working with our clients we can help them pursue their financial goals and objectives.FPT Services has one major advantage over other financial advisors because we are licensed Certified Public Accountants and can give our clients tax and accounting advice, follow through with compliance and tax reporting, where other financial advisors are not licensed to do so. This uniqueness allows us to combine all the disciplines to give you comprehensive "one-stop" financial services.FPT Services has all the "tools in the toolbox" and has developed relationships with banks, attorneys, and other professionals to help meet your financial needs, from saving for a house, family planning, or college education, to pre-retirement or retirement. Every quarter clients meet with our advisors for a Quarterly Review to discuss the market and their financial portfolio performance Show less

Cocoa Florida

• Preparation of individual and corporate income tax returns for federal & state agencies• Consulting for small businesses for profitability• Assisting clients in starting a small business and correct choice of entity• Assisting clients in estate planning• Income Tax Planning• Financial reporting• Conducted and Compiled Financial Audits, Reviewed Financial Statements and provided external opinion or reports on agencies financial statements or accounting process based on… Show more • Preparation of individual and corporate income tax returns for federal & state agencies• Consulting for small businesses for profitability• Assisting clients in starting a small business and correct choice of entity• Assisting clients in estate planning• Income Tax Planning• Financial reporting• Conducted and Compiled Financial Audits, Reviewed Financial Statements and provided external opinion or reports on agencies financial statements or accounting process based on need. Show less