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 May 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 company 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

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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 →

TS Tim Sutton, Cfp® Tim Sutton, Cfp® Colleague at Creative PlanningOverland Park, Kansas, United States, United States View → MM Meghan M. Perry Meghan M. Perry Colleague at Creative PlanningLeawood, Kansas, United States, United States View → ME Mark Embree Mark Embree Colleague at Creative PlanningLeawood, Kansas, United States, United States View → LS Leah Schmid, Cpa, Cfp® Leah Schmid, Cpa, Cfp® Colleague at Creative PlanningMadison, Wisconsin, United States, United States View → GO Gary Ollmann Gary Ollmann Colleague at Creative PlanningRockford, Illinois, United States, United States View → EH Earnest Harris Crpc® Earnest Harris Crpc® Colleague at Creative PlanningKansas City, Missouri, United States, United States View → BF Byron Frey, Cfp® Byron Frey, Cfp® Colleague at Creative PlanningNorth Cape May, New Jersey, United States, United States View → JJ Jeremias Juarez Jeremias Juarez Colleague at Creative PlanningAtlanta, Georgia, United States, United States View → RB Ryan Block Ryan Block Colleague at Creative PlanningNorthbrook, Illinois, United States, United States View → MD Mark Doman Mark Doman Colleague at Creative PlanningNew York City Metropolitan Area, United States 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 Tim Sutton, Cfp®, Meghan M. Perry, Mark Embree, Leah Schmid, Cpa, Cfp®, and Gary Ollmann.

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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