Focus: Insurance Strategies, Investment Strategies
Mr. Cavazos grew up in the Chicago Area and moved to Houston in 1979 with his family, since his family roots stem from the Rio Grande Valley. After graduating from The University of Houston with a BBA in Marketing in 1992, he entered the financial services business shortly thereafter. He has maintained roles as a Financial Advisor, Sales Manager, Regional VP of Estate Planning, and until recently as Regional Director of Life Sales in the Southwest. Roy currently supports the MassMutual Greater Houston agency as Firm Director of Business Development. In addition, he does consulting work with both advisors and clients as a Financial Planner including Cohan Insurance Group, Inc. as Director of Advanced Business and Estate Planning.
During his long-standing career, Roy has conducted numerous workshops, trainings, and other sales-oriented meetings on a wide variety of subjects, including CPA-CPE sessions for CPA’s and accountants. Areas of expertise include:
- Business Planning
- Comprehensive Estate Planning
- Executive Deferred Compensation
- Legacy Planning
- Charitable Gifting Strategies
Roy’s credentials include being a CERTIFIED FINANCIAL PLANNERTM Practitioner and earning the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Family Business Specialist (CFBS) designations. He also holds the Certified Long-Term (CLTC) designation, along with his Series 7 and Series 63 licenses.
Roy has been married for 35 years, with two grown children and three grand-children. His outside interests include being a musician and spending time at their second home in Canyon Lake with family and friends.
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3 Greenway Plaza Suite 1500
Houston, TX 77046