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Juanita Causey
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Juanita Causey

President
 
Houston Financial Center

77001, United States

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About Juanita Causey

 

Juanita Causey - Professional Summary:    Juanita Causey is dedicated to professional excellence and has gained many accreditations and designations to remain in the forefront of the financial services industry. Her designations include Certified Financial Planner, Accredited Investment Fiduciary, Chartered Financial Consultant, Certified Life Underwriter, and Life Underwriting Training Council Fellow.

In addition, she has completed specialized training in estate planning, employee benefits, and business insurance. She works independently as a Registered Investment Advisor Representative with Symphonic Financial Advisors LLC and its affiliated broker dealer as her broker dealer and Registered Investment Advisor. Juanita Causey also holds FINRA licenses in Series 7, 6, 63, and 65 and is in good standing with such organizations as the Financial Planning Association of Houston and the Society of Financial Services Professionals. In 2000, Juanita Causey opened up her own financial services firm in Texas called Houston Financial Center. Its services include financial planning, wealth management, business planning, and estate conservation.

Juanita Causey possesses a great deal of experience working with varied clients, utilizing a variety of financial service or product solutions. She personally assists clients with tax-deferred annuities, long-term care, business succession planning, tax-advantaged savings, and more. Equipped with the education and experience to provide appropriate solutions for unique financial situations, Juanita Causey is also committed to a high code of ethical standards, vowing to utilize integrity through all proceedings.

 

 

Juanita Causey - Professional Experience:     President of Houston Financial Center since 2000

 

 

 

 

 

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