Steven Chambers
Private Wealth Manager at Creative Planning
- Role
- Private Wealth Manager at Creative Planning
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Steven Chambers
WHAT I DO: I help Shell and Chevron professionals optimize their employee benefits, reduce their tax liability, invest wisely, and transition into retirement, by building them a customized comprehensive financial plan.WHAT MAKES WJA DIFFERENT: 4⃣ Deep understanding of your company benefits - better than your HR department (is what everyone tells me). NOT just investment focused (although I love investments). We integrate tax strategies into all financial planning advice. In-house team of CPAs who file and prepare clients tax returns. Comprehensive financial plannersREADY TO TALK? Connect with me here on LinkedIn, or give me a call at 83••••••34.DISCLAIMER:Willis Johnson & Associates is a registered investment adviser. This platform is solely for informational purposes. Investing involves risk and possible loss of principal capital. Comments by viewers or third-party rankings and recognitions are no guarantee of future investment outcomes and do not ensure that a viewer will experience a higher level of performance or results. Public comments posted on this site are not selected, amended, deleted, or sorted in any way. If applicable, certain editing of personal identifiable information and misinformation may be deleted.
Experience
Private Wealth Manager
Feb 2025 — Present · Houston, TX, US
Education
Texas A&M University
Finance
2013 — 2015
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