Trevor Houston
Financial Services Professional @NYLIFE Securities LLC
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WORK HISTORY
Financial Services Professional @NYLIFE Securities LLC
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
SKILLS
ABOUT TREVOR HOUSTON
Most professionals over 50 don’t plan to start over.But when a layoff hits, everything you’ve built can feel uncertain. The paycheck stops, confidence fades, and old 401(k)s sit forgotten while fear whispers that time’s running out.That’s where I step in.I help professionals in career transition rebuild financial confidence, recover retirement assets, and create a clear strategy to regain stability and momentum.My focus is simple:Help turn your setback into your comeback When we work together, clients often experience: Renewed confidence in their financial direction Lost retirement accounts located and repositioned A clearer path to restoring income and long-term securityI know what it feels like to start over and wonder if your best days are behind you. But they’re not. You still have more to give, more to build, and more to live for. Here\'s how we do it: Financial Strategy• Locate & consolidate old 401(k)s• Rebuild & reposition assets for resilience• Cut unnecessary fees & uncover rollover incentives Income Strategy• Clarify your next career direction• Strengthen your network and visibility• Develop strategies that help restore income You were built to rise, not drift in uncertainty. Ready to discover your next chapter?Request your Retirement Plan Recovery Report (in the Featured section)-CEO of ClearPath Wealth Strategies, LLCFinancial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser.Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA and SIPC, a Licensed Insurance Agency.Additionally, I\'m licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies.Neither ClearPath Wealth Strategies LLC, nor New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. ClearPath Wealth Strategies LLC is not owned or operated by New York Life Insurance Company or its affiliates.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.CA Insurance License #41•••50I\'m not licensed in all jurisdictions.2600 Network Blvd. Ste. 130 Frisco, TX 75••••••••34 http://cpwstrategies.com t•••••@cpwstrategies.com
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