Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $0
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- 401(k)/403(b)/IRAs
- Asset Allocation
- Investment Management
- Estate Planning
- Mutual Funds
- Insurance
- Retirement
- Stocks & Bonds
- Life Planning
- Succession Planning
- Long-term Care
- Sudden Wealth
- Special Needs
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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3501 N Causeway Blvd
Ste 520
Metairie
LA
70002
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Select
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3501 N Causeway Blvd
Ste 520
Metairie
LA
70002
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Select
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3501 N Causeway Blvd
Ste 520
Metairie
LA
70002
|
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