Stephen Houser
Founder, President & CEO, Wealth Advisor at Houser Financial Group | Rockledge, Florida, United States
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Stephen Houser is a distinguished financial professional with a wealth of experience and expertise that he brings to his role as Founder, President, and CEO of Houser Financial Group. Located in Rockledge, Florida, he leads an entrepreneurial wealth management and independent financial advisory firm dedicated to serving the diverse financial needs of clients across the Space Coast and Brevard County. With a career spanning over four decades, Stephen has established himself as a trusted Certified Financial Planner Practitioner (CFP®) and a seasoned CPA, having been licensed since 1978. His extensive background in financial planning and investment management allows him to craft tailored strategies that align with clients' unique goals, ensuring a focus on long-term success and sustainable returns.
At Houser Financial Group, Stephen oversees key projects that emphasize comprehensive financial planning, investment advisory services, and tax-efficient strategies. His dual expertise as a CPA and CFP® enables him to navigate complex financial landscapes, providing clients with insights that integrate tax planning with investment strategies. His commitment to ongoing education and professional development is evident in his Lifetime Membership with the Florida Institute of Certified Public Accountants and his role as an Investment Advisor Representative with Cetera Financial Specialists LLC.
Stephen's proficiency in business strategy, project management, and customer service, combined with his mastery of tools like Microsoft Office and Excel, positions him as a leader in the financial advisory space. His approach is characterized by a deep understanding of corporate tax implications and a dedication to fostering strong client relationships, making him a valuable asset to individuals and businesses seeking to enhance their financial well-being. Through Houser Financial Group, Stephen continues to empower clients to achieve their financial aspirations with confidence and clarity.
Founder, President & CEO, Wealth Advisor at Houser Financial Group in September 2017 to Present
Former Co-Founder, Family Wealth Advisor at FPT Services, CPAs, Tax, Accounting & Wealth Management in June 2007 to August 2017
Shareholder at Davies Houser & Secrest CPA, PA in August 1978 to June 2006
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Management
Strategic Planning
Financial Planning
Estate Planning
Budgets
Financial Analysis
Public Speaking
Microsoft Office
Accounting
Business Development Consultancy
Customer Service
Microsoft Excel
Project Management
Tax Accounting
Tax Advisory
Tax Preparation
Financial Advisory
Family Wealth Planning
Certified Public Accountant
Business Consulting
Certified Financial Planner Practitioner CFP
holds series 65 securities registration
holds series 7 securities registration
holds series 63 secutities registration
Certified Specialist in Estate Planning
State of Florid Insurance License Health, Life & Variable Annuity
Wealth Management
Investment Management
Investment Strategies
Investments
Retirement Planning
401(k) Retirement Savings Plans
Retirement Income Strategies
Certified Financial Planner
College Education Planning
College Savings Plans
Business Strategy
Business Analysis
Strategic Development
Sale of Business
Holistic Financial Planning
Financial Reporting
Series 65
Legacies
Income Tax
Concierge Services
Mixed-use
Corporate Tax
FINRA
Business Development
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What is Stephen Houser email address?
Email Stephen Houser at [email protected] and [email protected]. This email is the most updated Stephen Houser email found in 2026.
What is Stephen Houser phone number?
Stephen Houser phone number is +13215437462 and +17656030717.
How to contact Stephen Houser?
To contact Stephen Houser send an email to [email protected] or [email protected]. If you want to call Stephen Houser try calling on +13215437462 and +17656030717. (updated on October 31, 2024)
What is Stephen Houser net worth?
Stephen Houser has an estimated net worth of $75,000 to $99,999
What company does Stephen Houser work for?
Stephen Houser works for Houser Financial Group
What is Stephen Houser's role at Houser Financial Group?
Stephen Houser is Founder, President & CEO, Wealth Advisor
What industry does Stephen Houser work in?
Stephen Houser works in the Financial Services industry.
Stephen Houser Email Addresses
Stephen Houser Phone Numbers
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