Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $100,000
Investable Asset Minimum: $250,000
Specialties
- Comprehensive Financial Planning
- Charitable & Planned Giving
- Asset Allocation
- Estate Planning
- Investment Management
- Insurance
- Retirement
- Long-term Care
- Sudden Wealth
How Planner Charges
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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4412 Trenton St
Metairie
LA
70006
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4412 Trenton St
Metairie
LA
70006
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Select
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4412 Trenton St
Metairie
LA
70006
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