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With more than 12 years in providing a comprehensive range of investment planning services to clients, Cy G. Cattan joined STA Wealth Management in August 2013 as Senior Director of Wealth Management for STA Wealth Advisors (an affiliate of STA Wealth Management, LLC). Cy primarily serves high net worth individuals, executives, retirees and business owners to achieve their goals for retirement, investment, business succession and estate planning. He specializes in locating private equity deals for high net worth, accredited investors.
Prior to joining the STA Wealth Management team, Cy was a founding partner of Sound Financial Solutions, L.P. in Houston, TX where he and his team worked collaboratively to assist their clients in organizing their financial, accounting and legal matters. Cy began his career in the investment industry as a financial planner with Sagemark Consulting, where he provided fee-based financial planning for wealthy individuals and families across Texas. During his first year at Sagemark Consulting, Cy was ranked as Sagemark’s top new planner nationally among his peer group. Before joining Sagemark Consulting, Cy worked in the insurance industry with North Western Mutual Life Insurance Company.
Cy is a graduate of Baylor University in Waco, TX with a Bachelor of Business Administration degree in Financial Services and Planning. He earned the Accredited Investment Fiduciary (AIF) professional designation from the Center of Fiduciary Studies, which is associated with the University of Pittsburgh. In addition, he has participated in extensive formal training programs in investment fiduciary responsibility, including the Kingdom Advisors training program that emphasizes helping families to manage their wealth in a biblical manner.
As part of his community involvement activities, Cy is a long-time board member for Every Village, a nonprofit Christian organization which seeks to improve the physical and spiritual health of people in southern Sudan. Cy is an active member of Grace Bible in Houston.
Cy and his wife Allison have two sons, Cole and Carter. Cy enjoys bow hunting and quail hunting in South Texas with friends, family and clients.