John Osborn

John has been in the financial services industry for 40+ years. John has spent 25 years as an agency Investment Specialist for three major insurance companies (New England, Guardian and MassMutual), and in each case growing them from start-ups to national leaders. Occasionally, having over 100 registered representatives under his supervision. In 2011, John was one of the founding partners of Houston Capital Partners. He is also one of the founding partners of The Pension Professionals, a pension consulting firm, established 27 years ago. His designations include a PhD (Business Administration), CFP® (Certified Financial Professional), CFS (Certified Funds Specialist), ChFC (Chartered Financial Consultant), BCS (Board Certified in Securities), and an AIF (Accredited Investment Fiduciary). He also holds the Series 7 and 24 securities licenses. Additionally, John is a guest lecturer and a member of the MS in Finance Wealth Advisory Board at the University of Houston.

About Us

Houston Capital Partners (HouCap) is a boutique financial services firm offering a fee-based platform, formed by leaders in the fields of insurance, investment, estate and gift planning. Utilizing strategic alliances with nationally recognized financial, legal, and accounting firms, HouCap’s mission is to be the premier provider of fee-based financial planning services.

What We Offer

We are in the business of customizing comprehensive financial solutions for your life needs. Our services will vary based upon your situation, but typically include:

• Retirement Income strategies
• Income-tax strategies
• Estate-tax strategies
• Portfolio design & implementation
• Risk management
• Fee-based planning services