Stephen Foster, CPWA®

Stephen Foster is the owner of Petra Benefits Financial Services, where he works primarily with individuals and families who are approaching retirement or already retired. His focus is helping clients make thoughtful decisions around investment management, retirement income, taxes, and legacy planning so they can move forward with greater clarity and confidence.

As a Certified Private Wealth Advisor® professional, Stephen has advanced training in the complex planning needs of high-net-worth individuals and families. He is an Investment Advisor Representative and Registered Principal and holds the Series 7, 24, 63, and 65 securities registrations, along with Life and Health insurance licenses.

Stephen’s work is especially focused on retirement cash-flow planning and helping clients answer the questions that become increasingly important as retirement approaches: How much can I safely spend? How should my investments change? How do taxes affect my income? And how do I make sure the wealth I have built supports the people and priorities that matter most?

Stephen graduated from Texas A&M University, Class of 1993, with a degree in Agribusiness. He also served 13 years in the Texas Army National Guard as a Field Artillery Officer.

He has been married for more than 30 years and is the father of four children. Stephen is also a member of the Tomball Rotary Club and remains actively involved in his local community.

Contact Stephen directly at stephen@petrabenefits.com