Founder and President of the Houston Financial Center, Juanita Causey brings over 23 years of experience to her work in the financial services industry. During those years, she has won many awards from the industry and the firms with which she has worked. The awards are gratifying, but she is most proud of the long-term relationships she has built with her clients, and of the financial security she has helped them achieve. Unlike most people with her credentials and experience, she does not charge a fee for her planning and education services.
In addition to the recognition she has received, Juanita Causey has also worked hard to earn the licenses and professional designations that enable her to handle virtually any financial instrument, transaction, or account for her clients, including traditional stocks and bonds, Real Estate Investment Trusts (REITs), fee-based money management, limited partnerships, and most types of insurance products, including life, health, disability, long term care and annuities. Juanita Causey holds Series 6, 7, 63, and 65 licenses from the Financial Industry Regulatory Authority (FINRA) and is a Registered Investment Advisor Representative with Symphonic Financial Advisors LLC and its affiliated broker dealer, as her Broker Dealer and Registered Investment Advisor. This allows her to deal in equities and other securities, as well as variable products. In addition, she holds an impressive selection of professional designations, including Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), and Chartered Financial Consultant (ChFC), among others. After over 23 years of successfully serving clients, Juanita Causey rarely prospects for new business; instead, most of her new clients are referred by existing clients and other professionals like attorneys and accountants who have seen her work. The most gratifying referral, she notes, is intra-family; the level of trust indicated by someone who refers a parent, sibling, child, or grandchild is humbling.