Recognized as a 2023, 2022, & 2021 Five Star Wealth Manager!

CFE Financial
CFE Financial
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    • Home
    • About Us
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  • Home
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About Us

What We Do

Why Choose Us?

How We Do It

Since 1999, we have helped realize our clients' potential for building wealth as a fiduciary, fee-only financial advisor. Have questions about finances, investments, non-traditional income, or early/traditional retirement? We can help.

How We Do It

Why Choose Us?

How We Do It

True financial planning is firmly based on you. First, we work to understand your financial goals and situation in depth. Then, we analyze your current portfolio and recommend a tailored management strategy for your risk tolerance.

Why are we in Katy, TX?

Why Choose Us?

Why Choose Us?

Why Choose Us?

CFE Financial was founded as a fee-only financial advisory firm to help our clients build and secure their financial future. Our focus is on the long-term benefits of careful planning and deliberate action. We are committed to service with integrity.

Our Logo

The Column

Columns are made of three fundamental parts - base, shaft, and capital. Similarly, our firm and service models were founded on three core components oriented towards you - Commitment, Focus, and Experience.

Leadership

Bio

Marco Rimassa, CFP®, CRPC®, CFA is an investment advisor who has been registered with the Texas State Securities Board since 1999. He received his B.A. in Economics and History from Rice University in 1997 and M.B.A. with a Finance concentration from the University of Texas in 2003. He is a Chartered Financial Analyst (CFA) charterholder since 2008, a CERTIFIED FINANCIAL PLANNER™

(CFP®) professional since 2020, and a Chartered Retirement Planning Counselor™ (CRPC®). In addition, he is a Board Member for the Financial Planning Association of Houston (FPA) and a Member of the CFA Society of Houston. After successfully navigating a multi-decade career in Corporate Finance and as the President of a Trust subsidiary company, he now focuses on his passion of assisting individuals with their personal financial and retirement goals.

President, Founder

Recently Quoted In The News

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Click on the picture above to access the article (free registration may be required).

Marketwatch Article: Should I take out a mortgage to pay for a dream home? (10/22/21)

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Click on the picture above to access the article.

Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)

Fortune Article: 7 financial planners explain how to invest during high inflation (1/14/22)

Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)

Click on the picture above to access the article.

CNBC Article: It isn't too late for millennials to build wealth (7/9/21)

CNBC Article: REITs can generate income and inflation protection in retirement (6/25/21)

Marketwatch Article: Help me retire - how can I achieve financial independence? (8/12/21)

Click on the picture above to access the article.

CNBC Article: REITs can generate income and inflation protection in retirement (6/25/21)

CNBC Article: REITs can generate income and inflation protection in retirement (6/25/21)

CNBC Article: REITs can generate income and inflation protection in retirement (6/25/21)

Click on the picture above to access the article.

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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. 


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. 

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