Distance Metro area (25 miles)
- 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
Craig Cheramie (CRD# 1835466) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Harahan, LA and has over 27 years of experience in the finance industry.
Virajith Wijeweera (CRD# 5611570) is an Investment Advisor Representative working at Fpl Capital Management, LLC in Metairie, LA and has over 7 years of experience in the finance industry.
H. Jude Boudreaux is the founder of Upperline Financial Planning, a fee-only financial planning firm based in New Orleans. We have a unique approach that allows us to work with a broad range of clients, from those who are just beginning in their financial lives to those who have accumulated assets and are not approaching retirement. As a fee-only firm, no commissions are earned.
Jude (CRD# 4274831) is an Investment Advisor Representative working at Upperline Financial Planning, LLC in New Orleans, LA and has over 15 years of experience in the finance industry. Hank Boudreaux has taken additional...
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans, Louisiana for nearly 45 years. We are a team of Certified Financial Planners (CFPs) and Chartered Financial Analysts (CFAs) who specialize in retirement financial planning coupled with fee only, discretionary portfolio management. We manage over $130 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.
We have three Client Platforms. One Platform for Clients with a portfolio over...