Featured Business Financial Advisor in Houston, TX
Houston Financial Advisors
Penney Financial
2950 North Loop W, Suite 500
Houston, TX 77092
Phone Number
“Advisors. Not Salesmen.”
Advisor Profile
Cameron Penney
Name:  Cameron Penney
Website:  Visit Website

About Penney Financial

We are a Houston-based, fee-only financial firm that offers financial advisory services for clients in various life stages. We believe that many Financial Advisors charge too much and provide too little value.

Many of our clients are oil and gas employees approaching or in retirement, but we also serve physicians, attorneys, business owners and mid-career professionals. A majority of our clients have a net worth between $2 and $10 million, but we advise clients both above and below that range.

Detail-oriented, comprehensive financial planning is a primary core competency, but we also offer cost- effective, long-term asset management for clients with larger portfolio balances ($1+ million).

General Information

CRD#:    5781870
Firm CRD#:    282084
States Willing to do Business in:    Bellaire,Conroe,Cypress,Houston,Katy,Kingwood,Missouri City,Pearland,Spring,Sugar Land,Tomball
Years of Experience in Financial Services:    9
Number of Years with Current Firm:    3

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
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