Houser Financial, Family Wealth Planner, Business Consultant

Houser Financial, Family Wealth Planner, Business Consultant Office: 391 Commerce Parkway, Suite 200, Rockledge, FL 32955. Serving all of the Space Coast - Brevard County, FL.

Financial Advisors, Family Wealth Planners, and Business Consultants providing personalized solutions with seamless integration of financial planning, retirement, estate planning, and tax advice, preparation and representation. An entrepreneurial wealth management and independent financial advisor investment firm. Our seasoned Certified Financial Planner Practitioner (CFP®), and CPA has a broad tr

ack record of planning for success focused on seeking returns and building economic prosperity for clients through value-added, mixed-use investment strategies, accounting, tax advisory, preparation, representation services. Creating abundant personal legacies –dedicated to one family at a time, delivers private concierge service providing strategic financial solutions based on transparent, trusted relationships. A yearly Top 100 Financial Advisor in the nation by the Cetera Financial Specialists, since 2010, Steve dedicates his energy creating abundant legacies to one family at a time. This recognition is based on a ranking of production for all registered advisors supported by Cetera Financial Specialists LLC, part of the Cetera Financial Group, the nation’s second-largest independent financial advisor network. Steve is a highly credentialed financial services representative with over 40 years of experience in tax and accounting and 18 years in wealth management. He began in 1978 with Davies, Houser, & Secrest, CPA, PA, where he served individuals, families, and businesses, audited government agencies in Brevard County. In 2006, Steve successfully created FPT Services, CPAs serving the Space Coast. 11 years later, he recognized that his clients required more personalized concierge services relating to their family's investment and planning needs and launched Houser Financial Group.

***Securities offered through Cetera Financial Specialists LLC (doing insurance business in CA as CFGFS Insurance Agency), member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera entities are under separate ownership from any other named entity.

07/24/2026

Building a personal legacy may be the highest order of altruism. It can begin with four simple steps.

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need...
07/22/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent mark...
07/20/2026

What's driving the recent market volatility? In this week's , CIO Gene Goldman discusses the factors behind recent market weakness and explains why pullbacks can remain opportunities for long-term investors.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.
07/20/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broad...
07/17/2026

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient, reinforcing the value of diversification and a long-term perspective.
Read the Cetera Investment Management Team's latest market commentary:

Market volatility has returned, led by weakness in technology stocks. While the headlines may feel unsettling, the broader market has remained more resilient,…

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your ...
07/17/2026

Charitable giving can be both impactful and tax-smart. Learn how Donor-Advised Funds, QCDs, and trusts can support your goals.

Help preserve, grow, and pass on your wealth and legacy to future generations through smart year-end planning strategies.

Read the latest issue of Financial Watch here:
07/16/2026

Read the latest issue of Financial Watch here:

Your emergency fund is one of the most important financial tools you have. It is what stands between an unexpected car repair and a credit card balance that…

There are four basic steps to calculating the value of an estate.
07/15/2026

There are four basic steps to calculating the value of an estate.

Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.

Read the latest issue of Retire Wise here:
07/14/2026

Read the latest issue of Retire Wise here:

Inflation works quietly in the background, and over time, even a modest rise in the cost of everyday goods and services can chip away at the lifestyle you…

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Go...
07/13/2026

Earnings season begins this week, with major banks kicking off a six-week stretch of quarterly reports. Join CIO Gene Goldman as he explains why earnings matter, what investors should watch for in the latest results, and how markets may respond as companies report against elevated expectations in .

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Address

391 Commerce Parkway, Suite 200
Rockledge, FL
32955

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Website

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