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CFE Financial
CFE Financial
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Welcome to

CFE Financial - Commitment. Focus. Experience.

CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.

Long-Term Financial Strategies for Early and Traditional Retirement


Custom, personal financial planning inspired by you!

Book a free initial consultation now

Welcome to

CFE Financial - Commitment. Focus. Experience.

CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.CFE Financial - Commitment. Focus. Experience.

Long-Term Financial Strategies for Early and Traditional Retirement


Custom, personal financial planning inspired by you!

Book a free initial consultation now

Welcome to CFE Financial!

Why Work with CFE Financial?

Dreaming of Retirement?

Are you looking for a committed, focused, and experienced financial advisor who has been there and done it on retirement - and now wants to to help you create your individual plan for retirement or other personal financial goals? You've come to the right place!

What is Financial Planning?

Our Customized Financial Planning Process Starts with Understanding Your Story

Everyone has a financial story, and we believe in the power of stories both to make sense of the past and to plan for the future. That's why our process always starts with listening.


Our COMMITMENT is to understand your financial journey and retirement goals, whether retirement is planned for age 40 or age 70! We do not have preset financial products that we sell. Instead, our FOCUS is on uncovering recommendations that are tailored to your situation. Our EXPERIENCE is credentialed and time-tested to aid your goals.


This is why we say that our brand of financial planning is inspired by you - because it's your story. Let's get started!

Learn more

Professional Affiliations

Certified Financial Planner
Financial Planning Association of Houston
Chartered Retirement Planning Counselor
Chartered Financial Analyst designation
2023 Houston Five Star Wealth Manager Award

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a path to achieve them.

CFE Financial

Katy, Texas 77450, United States

(713) 550-2518 info@cfefinancial.com

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


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Notes & Disclaimers

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification  requirements. The Five Star award is bestowed by an independent third party organization not affiliated with CFE Financial. This award does not evaluate the performance of investment accounts managed by or under the supervision of the wealth manager, and is not indicative of future performance or success.


Nothing on this site is meant to constitute an offer or solicitation of transaction in any particular security. Any discussion of recommendations contained in documents here may not be suitable for all investors. Any opinions, estimates, or projections expressed in documents here may assume economic, industry, and political conditions and/or current conditions at the time of issuance, which are subject to change. All information being furnished here is on the condition that it will not form a primary basis for any investment decision. Investments in any form involve the risk of loss. Past performance is not an indication of future performance. 

Copyright © 2023 CFE Financial - All Rights Reserved.

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