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Cameron Penney

Penney Financial

2950 North Loop W
Suite 500

Houston, TX 77092
(713) 3005165

Advisors. Not Salesmen.

About Penney Financial

We are a Houston-based, fee-only financial firm that offers financial advisory services for clients in various life stages. We believe that many Financial Advisors charge too much and provide too little value.

Many of our clients are oil and gas employees approaching or in retirement, but we also serve physicians, attorneys, business owners and mid-career professionals. A majority of our clients have a net worth between $2 and $10 million, but we advise clients both above and below that range.

Detail-oriented, comprehensive financial planning is a primary core competency, but we also offer cost- effective, long-term asset management for clients with larger portfolio balances ($1+ million).

General Information

Firm Start Year

2016

No.of Employees

2-4

CRD#

5781870

Firm CRD#

282084

Years of Experience in Financial Services

9

Number of Years with Current Firm

3

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant