Loyd J. Stegent

Loyd J. Stegent

CPA/PFS, CFP®

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 Institute of Certified Public Accounts Personal Financial Planning Division and the Public Relations Committee of the Financial Planning Association of Houston. He currently serves as a member of the Board of Directors of the Texas Society of CPAs and the Houston CPA Chapter, and as investment advisor to several religious organizations.

He obtained his B.B.A. in Accounting from the University of Houston in 1985.