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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Julie Chastant-Poche (CRD# 6837682) is an Investment Advisor Representative working at Edward Jones in Destrehan, LA and has over 6 years of experience in the finance industry.
Steven Fanguy (CRD# 5860323) is an Investment Advisor Representative working at Newedge Advisors in Destrehan, LA and has over 12 years of experience in the finance industry.
Michael Pfeffer (CRD# 2350573) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Destrehan, LA and has over 27 years of experience in the finance industry.
Troy Toups (CRD# 2617691) is an Investment Advisor Representative working at Newedge Advisors in Destrehan, LA and has over 17 years of experience in the finance industry.
Richard Broussard (CRD# 7341696) is an Investment Advisor Representative working at Edward Jones in Destrehan, LA and has over 2 years of experience in the finance industry.
Dustin Gaar (CRD# 4359013) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Destrehan, LA and has 1 year of experience in the finance industry.
Kevin Naquin (CRD# 6016480) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Destrehan, LA and has over 2 years of experience in the finance industry.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...
Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 million of client assets, utilizing individual stocks, bonds and ETFs. Unlike most other financial advisors, we do not use mutual funds, annuities, or insurance products. Our new-client minimum is $1 million.
We are financial advisors guiding...