OUR TEAM

John Payne Bob Frater Richard G. Hollis

 

 

John Payne, CFP®

1800 West Loop South, Suite 1980
Houston, Texas 77027-3210
(713) 629-1534
(800) 720-PLAN (7526)
jpayne@houstonassetmgmt.com

 


John Payne works with clients to create an investment strategy with the goal of producing a long-term (or sustainable) income stream.  To do that he assists clients in defining what their financial needs will be in both the near – and the long-term.  Such definition, he says, helps him assist clients in making informed choices about their finances.

“The financial maze is complex and confusing.  I help people sort through the information overload so they may negotiate this maze, get beyond the emotional reactions, and make competent financial decisions,” he says.

John is a Certified Financial Planner™ (CFP®) providing financial planning advice since 1980.  Respected by his peers, he is a past President and Chairman of the Board of the Houston Chapter of the International Association for Financial Planning (IAFP).  John has served as National Chairman of The Registry Council.  John serves as President and Treasurer of Houston Asset Management, Inc. an independent comprehensive financial planning firm.

A frequently sought after speaker on financial and retirement topics, his audiences have included Vista Chemical, AT&T, Texaco, Coca-Cola Foods, and Southwestern Bell Yellow Pages.  A prolific author, he has written and published articles in local newspapers and national magazines, including USA Today, Houston Chronicle, U.S. News and World Report, Southwest Airline Spirit, and 55 Plus magazine.  He also wrote the foreword to the book, The Art of Investing and Portfolio Management.  His weekly question and answer column appeared in 63 newspapers across Texas.

He is a Rice University graduate with a B.A. in Economics, Business, and English Literature.  He has served as Adjunct Instructor for the University of Houston Financial Planning Program and the Rice University Financial Planning Program.

John is a Registered Representative  with SagePoint Financial, Inc., a broker/dealer firm registered with the Financial Industry Regulatory Authority, Inc. (FINRA), Pacific Coast Stock Exchange, and a member of Securities Investor Protection Corporation (SIPC).  John offers investment advisory services through Houston Asset Management, Inc. is a Registered Investment Advisor with the Texas State Securities Board and Louisiana Commissioner of Securities, and is not affiliated with SagePoint Financial, Inc.

John, born October 1957, is married to Kathy.  They have a daughter, Allison.  He enjoys golf, fly fishing, traveling, art and literature.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.
Securities offered through SagePoint Financial, Inc., a registered broker-dealer, member FINRAand SIPC
Investment Advisory services offered through Houston Asset Management, Inc., a registered investment advisory firm not affiliated with SagePoint Financial, Inc.
  Fixed and/or Traditional Insurance Services offered through Investment Marketing Resources, Inc. 
Investment Marketing Resources, Inc. is not affiliated with SagePoint Financial or registered as a broker-dealer or investment advisor.
1800 West Loop South,
Suite 1980
Houston, Texas 77027-3210
Tel.    713.629.1534
Toll Free.    800.720.PLAN (7526)
Fax.    713.629.0705
Securities offered through SagePoint Financial, Inc. Member FINRA/SIPC. This communication is strictly intended for individuals residing in the states of AL AR AZ CA CO CT FL GA IA ID IL IN KS KY LA MA MD MI MN MO MS NC NH NJ NM NV NY OH OK PA SC TX UT VA WA WI WV. No offers may be made or accepted from any resident outside the specific states referenced.

Investment advisory services offered through Houston Asset Management, Inc., a registered investment advisor.

A broker/dealer, investment adviser, BD agent, or IA representative may only transact business in a state if first registered, or is excluded from state broker/dealer, investment adviser, BD agent, or IA registration requirements, as appropriate. Follow-up individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker/dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

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