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
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.
Alan Richey (CRD# 6149527) I partner with my clients to define their long-term financial goals and create tailored solutions to achieve them. Whether your needs include planning for retirement, planning for a small business or saving for a child's college education, I can help you pursue your financial goals through a wide array of investments and services. I'd like to have the opportunity to speak with you and find out how our services can help you pursue future investment goals.
Gordon Brown (CRD# 712682) is an Investment Advisor Representative working at Edward Jones in Luling, LA and has over 20 years of experience in the finance industry. Gordon Brown 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 put clients' interests first and comply with the Financial Planning Practice Standards.
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 two Client Platforms. One Platform for Clients with a portfolio over $1...