Find the Certified Financial Planner™
Who's right for you.
Household Income Minimum: $0
Investable Asset Minimum: $500,000
Specialties
- Budget & Debt Management
- Comprehensive Financial Planning
- Attending College
- Banking
- Charitable & Planned Giving
- Investment Management
- Estate Planning
- Employee Benefits
- Insurance
- Retirement
- Stocks & Bonds
- Long-term Care
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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The Whitehead/Bonfanti Group
P.A.L.C. 601 Poydras St, Suite 2500
New Orleans
LA
70130
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The Whitehead/Bonfanti Group
P.A.L.C. 601 Poydras St, Suite 2500
New Orleans
LA
70130
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Select
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The Whitehead/Bonfanti Group
P.A.L.C. 601 Poydras St, Suite 2500
New Orleans
LA
70130
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