Penney Financial, LLC
Fee-Only financial planner located in Houston, TX, serving clients locally and across the country
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:
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.
Cameron Penney is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
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
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Cameron Penney is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Cameron Penney is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Cameron Penney is a member of the Garrett Planning Network. Click here to learn more.
Everyone needs competent, objective financial advice from time to time. The Garrett Planning Network has a nationwide membership with hundreds of independent, Fee-Only financial planners providing advice to people from all walks of life, without minimum account requirements, sales commissions, or long-term commitments. Our members proudly embrace their fiduciary duty, always placing their clients' best interests first.
Contact Cameron Penney
2950 North Loop W
Houston, TX 77092