Interest

Financial Services, Business Planning, Philanthropy

Objective

Networking

Summary

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.

Skills

Skills

Financial Planning Services

 Financial Planning     Wealth Management     Business Planning     Tax Forecasting & Planning     Education Planning     Retirement Strategies     Estate Conservation     Elder Care Planning     Philanthropy

Work History

Work History
Jun 2000 - Present

President

Houston Financial Center

President, Houston Financial Center    Over 22 Years of Financial Services Experience    Member, HAIFA, TAIFA and NAIFA    Licenses, Life and Health, FINRA Series 7, 6, 63, 65 in Texas and many other states    Consistently ranked among America's Top Advisors    Certified Financial Planner    Cartered Financial Consultant

  Certified Life Underwriter    Accredited Investment Fiduciary    Life Underwriter Training Council FellowJuanita Causey, CFP®, ChFC, CLU, AIF, LUTCF President President, Houston Financial Center Over 22 Years of Financial Services Experience Member, HAIFA, TAIFA and NAIFA Licenses, Life and Health, FINRA Series 7, 6, 63, 65 in Texas and many other states Consistently ranked among America's Top Advisors Certified Financial Planner

Cartered Financial Consultant Certified Life Underwriter Accredited Investment Fiduciary Life Underwriter Training Council Fellow