Cypress, TX Cypresswood Drive Office

Jeffrey Stahl is a financial advisor at Cetera Planning Partners in Cypress, TX, holding a Series 66 designation with one year of industry experience. His prior roles include positions at The Retirement Planning Group, Raymond James Financial Services, and Plains Wealth Management. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are approaching or in retirement. The firm offers a structured planning process with personalized financial plans, diversified portfolio management, and supplementary services such as tax planning, bookkeeping, payroll, and estate-planning support.

Ronald Kudlacek is a CFP® professional with 22 years of industry experience currently with Cetera Planning Partners. His prior roles include positions at Plains Wealth Management, Core + Financial Strategies, and Raymond James Financial Services Advisors. Outside of advisory work, he is a partner in RKBW, LLC, a business involved in leasing and sales of convenience store equipment. Cetera Planning Partners provides investment advisory and financial planning services primarily to individual and high-net-worth clients, many of whom are nearing or in retirement. The firm emphasizes a structured planning process and diversified portfolio management using mutual funds and ETFs aligned to client risk tolerance.