Loyd J. Stegent
Mr. Stegent is a founding director of Cornelius, Stegent & Price, LLP. He is also the founder and President of Stegent Equity Advisors, Inc., a fee-for-service investment and financial counseling firm.
He is a former Manager of Financial Counseling Services with Deloitte & Touche, LLP and has over twenty years experience serving the tax, financial, and investment planning needs of families, entrepreneurs, and charitable organizations. He is a Certified Financial Planner and one of only 3500 Certified Public Accountants with the Personal Financial Specialist designation. He is a Registered Investment Advisor with the Securities and Exchange Commission.
His practice focuses on individual wealth creation and preservation, including income and estate tax minimization, investment and retirement planning, and insurance needs analysis. He assists clients in the development of their financial and investment plans, providing the foundation for selection of independent money managers best suited to their financial needs.
Mr. Stegent was recognized by Texas Monthly Magazine as a 2009 & 2011 Five Star Best in Class Satisfaction Wealth Manager. He was a contributing author of the book, Tips from the Top: Targeted Advice from America’s Top Money Minds. He has provided investment advice to readers of the New York Times, Houston Chronicle, the Journal of the American Association of Individual Investors, Mutual Funds Magazine, TheStreet.com, Investors Business Daily, and various online investment forums offered through AOL and MSN. He is a frequent speaker with the American Association of Individual Investors as the Chairperson for the Specialized Interest Group for Financial Planning.
He is an active member of many professional organizations, including the American
He obtained his B.B.A. in Accounting from the