Cameron J. Penney

Cameron J. Penney

| CFP®

Penney Financial, LLC

(713) 300-5165

Contact Me

Fee-Only Financial Planner serving the Houston, TX area.

Specialties

  • Fee-Only Financial Planning
  • Financial Review
  • Hourly Fee Consultations
  • Retirement Planning
  • Investment Management
  • Tax Planning
  • Estate Planning
  • Insurance Services
  • College Education Planning
  • 401(k) and IRAs
  • Business Planning
  • Employee Benefits

Website

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2950 North Loop W
Suite 500
Houston, TX 77092

Fee-Only & Fiduciary


The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.

Cameron Penney is a Houston, TX Fee-Only Financial Planner serving Houston and all surrounding areas. Penney Financial, LLC specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions. Cameron Penney is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.

Penney Financial provides an alternative to the sales-driven financial services industry, so that all people - regardless of their net worth - have access to financial advice.  Rather than selling financial products such as insurance, mutual funds or annuities, we are paid directly by our clients.  Our core services include:

Financial Planning

Wealth Management

Penney Financial was founded by Cameron J. Penney, CFP® after he spent years working with several of the nation's most prominent wealth advisors. He has been quoted in many publications including CNBC, Fund Reference and Go Banking Rates.

During Cameron's time in wealth management, he worked to provide financial planning and asset management to affluent families.  His past experiences enable Penney Financial to borrow best practices, utilize top-tier planning software, and recommend practical, strategic solutions.

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Penney Financial, a Houston-based fee-only financial firm, believes in offering financial planning to all people – regardless of their net worth – in a fair, transparent manner.  We exist as an alternative to the sales-driven financial services industry by offering objective, flat-rate and hourly financial planning.

Our founder’s past experience in wealth management allows us to utilize best practices from some of the nation’s leading wealth advisory firms, and apply those practices to each and every client.  For our high net worth clients, we also offer disciplined, tax-sensitive investment management, which also includes ongoing, strategic financial planning.

Our services include advice on:

  • Retirement Planning
  • Retirement Income Strategies
  • Investment Management
  • Education Planning
  • Insurance and Annuity Analysis
  • Estate and Charitable Planning
  • Pension Election Analysis
  • Rental Property Analysis
  • Employee Benefits Advice
  • Executive Compensation Advice:
    • Deferred Compensation
    • Restricted Stock
    • Stock Options
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