Steven Chambers, Cfa, Cfp®
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Steven Chambers, Cfa, Cfp® Email & Phone Number

Private Wealth Manager at Creative Planning
Location: Houston, Texas, United States 6 work roles 1 school
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Creative Planning
Role
Private Wealth Manager
Location
Houston, Texas, United States
Company size
1946 employees

Who is Steven Chambers, Cfa, Cfp®? Overview

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Quick answer

Steven Chambers, Cfa, Cfp® is listed as Private Wealth Manager at Creative Planning, a with 1946 employees, based in Houston, Texas, United States. AeroLeads shows a matched LinkedIn profile for Steven Chambers, Cfa, Cfp®.

Steven Chambers, Cfa, Cfp® previously worked as Sr. Wealth Manager at Willis Johnson & Associates and Associate Wealth Manager at Willis Johnson & Associates. Steven Chambers, Cfa, Cfp® holds Finance, Finance, General from Texas A&M University.

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Email format at Creative Planning

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Creative Planning

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Profile bio

About Steven Chambers, Cfa, Cfp®

WHAT I DO: I help Shell and Chevron professionals optimize their employee benefits, reduce their tax liability, invest wisely, and transition into retirement, by building them a customized comprehensive financial plan.WHAT MAKES WJA DIFFERENT: 4️⃣🏢 Deep understanding of your company benefits - better than your HR department (is what everyone tells me).📈 NOT just investment focused (although I love investments). We integrate tax strategies into all financial planning advice. 🏡 In-house team of CPAs who file and prepare clients tax returns.♻️ Comprehensive financial plannersREADY TO TALK? 🗣️ Connect with me here on LinkedIn, or give me a call at 832-615-3834.DISCLAIMER:Willis Johnson & Associates is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.

Current workplace

Steven Chambers, Cfa, Cfp®'s current company

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Creative Planning
Creative Planning
Private Wealth Manager
Houston, TX, US
Website
creativeplanning.com
Employees
1946
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Company profile
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6 roles

Steven Chambers, Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Project Manager

Direct Energy

Houston, Texas Area

Jul 2018 - Oct 2019
Team & coworkers

Colleagues at Creative Planning

Other employees you can reach at creativeplanning.com. View company contacts for 1946 employees →

EC Ellen Cassin Ellen Cassin Colleague at Creative PlanningUnited States View → JP James Pak, Cfp® Awma® James Pak, Cfp® Awma® Colleague at Creative PlanningEl Dorado Hills, California, United States View → SB Sarah Bibb Sarah Bibb Colleague at Creative PlanningNampa, Idaho, United States View → RG Russell Gaunt Russell Gaunt Colleague at Creative PlanningOverland Park, Kansas, United States View → SL Steven Letourneau Steven Letourneau Colleague at Creative PlanningKansas City Metropolitan Area, United States View → DR Dylan Ross, Cfp® Dylan Ross, Cfp® Colleague at Creative PlanningLeawood, Kansas, United States View → AH Adam Hoopes, Cfp® Adam Hoopes, Cfp® Colleague at Creative PlanningOverland Park, Kansas, United States View → AG Annmarie Gilbo Annmarie Gilbo Colleague at Creative PlanningLeawood, Kansas, United States View → BD Brittany Del Favero, Cpfa® Brittany Del Favero, Cpfa® Colleague at Creative PlanningScottsdale, Arizona, United States View → SF Saint Francis Evolution Company Saint Francis Evolution Company Colleague at Creative PlanningBardez, Goa, India View →
1 education record

Steven Chambers, Cfa, Cfp® education

FAQ

Frequently asked questions about Steven Chambers, Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Steven Chambers, Cfa, Cfp® work for?

Steven Chambers, Cfa, Cfp® works for Creative Planning.

What is Steven Chambers, Cfa, Cfp®'s role at Creative Planning?

Steven Chambers, Cfa, Cfp® is listed as Private Wealth Manager at Creative Planning.

Where is Steven Chambers, Cfa, Cfp® based?

Steven Chambers, Cfa, Cfp® is based in Houston, Texas, United States while working with Creative Planning.

What companies has Steven Chambers, Cfa, Cfp® worked for?

Steven Chambers, Cfa, Cfp® has worked for Creative Planning, Willis Johnson & Associates, Direct Energy, and Ronald Blue & Co..

Who are Steven Chambers, Cfa, Cfp®'s colleagues at Creative Planning?

Steven Chambers, Cfa, Cfp®'s colleagues at Creative Planning include Ellen Cassin, James Pak, Cfp® Awma®, Sarah Bibb, Russell Gaunt, and Steven Letourneau.

How can I contact Steven Chambers, Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Steven Chambers, Cfa, Cfp® at Creative Planning, including work email, phone, and LinkedIn data when available.

What schools did Steven Chambers, Cfa, Cfp® attend?

Steven Chambers, Cfa, Cfp® holds Finance, Finance, General from Texas A&M University.

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