Loyd Stegent

About Loyd Stegent

Confucius said, “The superior man understands what is right; the inferior man understands what will sell.” I feel very fortunate to make my living helping others see their choices clearly enough to understand what is right. Such understanding empowers them to create a relationship with me built on trust. With trust, there is belief in the advice given. My belief is that the financial advice-giving industry should be about two things: people and their futures. My business objective is to create lifelong client relationships with people who are willing to trust me with their future peace of mind because I know that my financial success is directly related to my clients’ financial peace of mind. The most impactful financial planning starts with minimizing income taxes. With over 40 years of personal and small business tax experience, and over 30 years of financial and investment planning experience, you and your financial plans will be in experienced hands.

Experience

1. President

   Stegent Equity Advisors, Inc

   Jan 2000 — Present · Houston, TX, US

   Providing tax and wealth planning services to high net worth individuals.

Education

• University of Houston, C.T. Bauer College of Business

  Bachelor of Business Administration (BBA), Accounting

  1981 — 1985

Skills

• Investments
• Personal Finance
• Retirement Planning
• Income Tax
• Asset Management
• Personal Financial Planning
• Wealth Management Services
• Financial Advisory
• Wealth
• Financial Planning
• Quickbooks
• Investment Advisory
• Tax
• Accounting
• Financial Education
• Cash Flow
• Retirement
• High Net Worth Individuals
• Investment Strategies
• Certified Financial Planner
• Tax Compliance
• 401k
• Strategic Financial Planning
• Wealth Management
• Small Business
• Finance