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Chad E

Series 63, Series 66

Austin, TX

Altere Financial, LLC

Chad Evans is a financial advisor with Altere Financial, LLC in Austin, TX, holding Series 63 and Series 66 licenses and five years of industry experience. He has prior experience at Cetera and ExxonMobil, and he is also the owner and president of Evans Sternau CPA, LLC, a CPA firm providing accounting and tax services. Altere Financial serves individual and high-net-worth clients with financial planning, consulting, and investment management, offering tailored strategies that incorporate independent managers and LPL-sponsored programs.

Retirement income strategy General retirement planning Tax-loss harvesting General tax planning
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Christopher S

CFP®

Houston, TX

Altere Financial, LLC

Christopher Sternau is a CFP® professional with experience in accounting and financial services. He is currently an advisor at Altere Financial, LLC and a partner at Evans Sternau CPA LLC, an accounting firm based in The Woodlands, TX. His background includes roles at Andersen Tax and SG Business Services. Altere Financial, LLC provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm uses a tailored investment approach, combining independent managers and LPL model portfolios across various vehicles, and offers both discretionary and non-discretionary asset management.

Retirement income strategy General retirement planning Tax-loss harvesting General tax planning
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Andrew S

CFP®, Series 66

Houston, TX

Altere Financial, LLC

Andrew Sharp is a CFP® with 23 years of industry experience. He currently serves as an advisor at Altere Financial, LLC, joining the firm in 2024 after several years with LPL Financial and prior roles at firms including Charles Schwab and UBS Financial Services. Altere Financial is a registered investment adviser that provides financial planning, consulting, and wealth management services to individual and high-net-worth clients. The firm customizes investment strategies combining independent managers and LPL model portfolios, managing approximately $55 million in assets with a client-directed approach.

Retirement income strategy General retirement planning Tax-loss harvesting General tax planning
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