Juanita  Causey,  CFP<sup>&reg;</sup> - Financial Advisor

Juanita Causey, CFP®

ChFC, CLU, AIF

Financial Advisor

Houston Financial Center

675 Bering Dr, Ste 575
Houston, TX 77057
FINANCIAL ADVISOR'S WEBSITE
(713) 212-7565 CONNECT WITH Juanita
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General

Juanita Causey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Houston Financial Center in Houston, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CAP, CASL, LUTCF

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Broker-Dealer is Symphonic Securities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Special Needs, Women's Finances

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