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Certified Financial Planners in Louisiana

Certified Financial Planners in Baton Rouge, LA

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Here is a complete list of most professional Certified Financial Planners in Baton Rouge, LA.

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23 results found

Bill Campbell Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Underwriter • Employee Benefits Specialist • Finance and Accounting Specialist • Compensations and Benefits • Accounting Bookkeeper • Bookkeeper • Representative • Security • Agent • Sales Representative • Managing Partner • Financial Manager • Partner • Chief Executive

Experience & Education

Position:
Certified Financial Planner at The Shobe Financial Group
Title:
Certified Financial Planner
Location:
Baton Rouge, Louisiana
Industry:
Investment Management
Work history:
The Shobe Financial Group Certified Financial Plannersince 2011Manage-Trak Managing PartnerJan 2008 - Feb 2011
Skills:
Retirement Planning, Strategic Financial Planning, Investments, Wealth Management, Portfolio...
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Fran Lawrence Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Dean • Higher Education Professional • School Administrator • Educational Manager • Program Director • Operations Manager • Financial Manager • Editor • Psychologist • Psychology Specialist

Experience & Education

Position:
Associate Dean, E. J. Ourso College of Business at Louisiana State University, Professor & CFP...
Title:
Associate Dean, E. J. Ourso College of Business
Location:
Baton Rouge, Louisiana
Industry:
Higher Education
Work history:
Louisiana State University - Baton Rouge, Louisiana AreaAssociate Dean, E. J. Ourso College of Businesssince Jun 2012Louisiana State University Professor & CFP Board-Registered Program Director, E. J. Ourso College of Business, Dept. of Financesince May 2011
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Chad Olivier Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • President and Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Surgical Specialist

Experience & Education

Position:
President / CERTIFIED FINANCIAL PLANNER at The Olivier Group, LLC
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
The Olivier Group, LLC President / CERTIFIED FINANCIAL PLANNERsince Jan 2002Morgan Keegan Financial Advisor1998 - 2002
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Keith Regan Baton Rouge, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Employee Benefits Director • Benefits Manager • Compensations and Benefits • Financial Manager

Experience & Education

Position:
INSURANCE RELATED SERVICES at American General Life and Accident, WORK SITE SPECIALIST / ESTATE...
Title:
WORK SITE SPECIALIST / ESTATE PLANNER at American General Life and Accident
Location:
Baton Rouge, Louisiana Area
Industry:
Insurance
Work history:
American General Life and Accident - State of LouisianaINSURANCE RELATED SERVICESsince Oct 1985American General Life and Accident - LOUISIANAWORK SITE SPECIALIST / ESTATE PLANNERsince Oct 1985
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James Simm Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince Mar 1987
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Jamie Simm Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Ameriprise Financial
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
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Keith Cox Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Financial Manager • Chief Executive • Civil Servant

Experience & Education

Position:
Vice-President/Investments at Regional investment brokerage company operating since 1901
Title:
Certified Financial Planner(TM) professional
Location:
Baton Rouge, Louisiana Area
Industry:
Investment Management
Work history:
Regional investment brokerage company operating since 1901 - Baton Rouge & New Orleans, LouisianaVice-President/Investmentssince Apr 2009Premier Financial Management PresidentFeb 1996 - Apr 2009
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Kimberly Bedgood Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Work

Company:
Kay spier martin, cfp, cdfa - ameriprise financial services, inc
Administrative assistant
Company:
Louisiana travel promotion association - Baton Rouge, LA
Accounting/communications assistant
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Joann White Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Training and Coaching Professional • Professional Development Teacher • Financial Manager

Experience & Education

Position:
CFP(r) at Self
Location:
Baton Rouge, Louisiana Area
Industry:
Professional Training & Coaching
Work history:
Self CFP(r)
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Lauren Lindsay Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Personal Financial Advisors, Consultant at Mass. Council on Compulsive Gambling
Title:
CFP at Personal Financial Advisors
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
Personal Financial Advisors CFPMass. Council on Compulsive Gambling Consultantsince 2004
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Joann White Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Advertising Professional • Advertising Sales Agent

Experience & Education

Position:
Owner at Joann H. White, CFP
Title:
Owner, Joann H. White, CFP
Location:
Baton Rouge, Louisiana Area
Industry:
Marketing and Advertising
Work history:
Joann H. White, CFP OwnerCampus Federal Credit Union V P Marketing1995 - 2007
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Jim Simm Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Ameriprise Financial
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
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Joanne Deangelis Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Lincioln Financial Advisors
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
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Lauren Gadkowski Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Personal Financial Advisors
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
Personal Financial Advisors CFP
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Peter Losavio Baton Rouge, LA

Professions & Specialties

Partner • Chief Executive • Law Specialist • Lawyers

Experience & Education

Position:
Partner at Losavio & DeJean, LLC
Location:
Baton Rouge, Louisiana Area
Industry:
Law Practice
Work history:
Losavio & DeJean, LLC Partner
CFP Professional Education Program
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Erin Sigur Baton Rouge, LA

Professions & Specialties

Financial Consultant • Financial Planner • Financial Services Professional • Financial Services Sales Agent • Financial Management Analyst • Supporting Member • Representative • Apprentice • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
Associate Financial Planner at The Shobe Financial Group
Title:
Financial Advisor at The Shobe Financial Group
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
The Shobe Financial Group Associate Financial Plannersince Dec 2010SHAW GROUP Finance InternAug 2010 - Dec 2010
Certified Financial Planner,CFP,
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Jared Greco Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Apprentice • Advisor • Counselor • Student Worker • Certified Auditor • Financial Compliance Examiner • Auditor • Bachelor of Science • Business Teacher • Financial Manager

Experience & Education

Title:
CPA Candidate
Location:
Baton Rouge, Louisiana
Industry:
Accounting
Work history:
Regions Financial Corporation - Baton Rouge, Louisiana AreaPrivate Wealth Management InternAug 2012 - Feb 2013Deloitte - Greater New York City AreaRisk Consultant InternJun 2012 - Jul 2012
Certifications:
Certified Internal Auditor (CIA), The Institute of Internal Auditors
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Brian Low Baton Rouge, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Lawyers • Guide • Advisor • Representative • Tour Guide • Master of Business Administration • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Owner at Brian low financial
Title:
Owner, Brian Low Financial Group
Location:
Baton Rouge, Louisiana Area
Industry:
Financial Services
Work history:
Brian low financial OwnerBank one Investment rep1998 - 2002
Skills:
Sales, Marketing Strategy, Strategic Planning, Public Speaking, Finance, Fixed Annuities,...
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Paul Rabalais Baton Rouge, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Associate Attorney • Lawyers • Entrepreneur • Personal Care Aide • Managers • Financial Manager

Experience & Education

Position:
Estate Planning Attorney at The Rabalais Law Firm
Title:
Estate Planning Attorney, Rabalais Law
Location:
Baton Rouge, Louisiana Area
Industry:
Law Practice
Work history:
The Rabalais Law Firm Estate Planning Attorneysince 1995Taylor, Porter, Brooks & Phillips Associate AttorneyApr 1993 - Dec 1994
Skills:
Probate, Trusts, Wills, Powers of Attorney, Estate Tax Planning, Elder Law, Estate Administration,...
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Brent Graham Baton Rouge, LA

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Lawyers

Experience & Education

Position:
Vice President/Financial Advisor at Argent Financial Group
Location:
Baton Rouge, Louisiana Area
Industry:
Investment Management
Work history:
Argent Financial Group Vice President/Financial Advisorsince Mar 2009The Shobe Financial Group Vice President/Financial AdvisorMar 1999 - Mar 2009
Skills:
Wealth Management, Holistic Financial Planning, Personal Financial Planning, Investment Management, ...
Certifications:
Certified Financial Planner
Full Profile

Edris White Baton Rouge, LA

Professions & Specialties

Copy Editor • Editing Professional • Writing and Editing Professional • Writer and Editor • Designers • Advocate • Jurist • Legal Counsel • Yoga Instructor • Aerobics Instructor • Group Fitness Instructor • Health and Fitness Teacher • Sports Trainer • Sports Trainers

Experience & Education

Position:
Yoga Instructor at White Tiger Yoga LLC, Copy Editor at The Red Shtick, Copy Editor/Page Designer...
Title:
Copy Editor/Page Designer at The Advocate
Location:
Baton Rouge, Louisiana
Industry:
Newspapers
Work history:
White Tiger Yoga LLC - Baton Rouge, Louisiana AreaYoga Instructorsince Jul 2012The Red Shtick - Baton Rouge, Louisiana AreaCopy Editorsince Jul 2012
Certified Financial Planner Program
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Carl Goode Baton Rouge, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Financial Manager

Experience & Education

Position:
Attorney at seale & ross
Location:
Baton Rouge, Louisiana Area
Industry:
Law Practice
Work history:
Seale & ross Attorney
Full Profile

Preston Castille Baton Rouge, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Construction • Doorman • Inspector • Advisor • Speaker • Personal Care Aide • Spokesperson • Representative • Economist • General Counsel • Judge • Paralegal • Litigation Support Specialist • Lawyers • Of Counsel • Jurist • Legal Counsel • Chief Administrative Officer • Chairperson • Chief Executive • Financial Manager • Associate Professor • Law Teacher • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Bachelor of Science • Governor • Government Administration Officer • Civil Servant • Painter • Physical Therapist • Physical Therapists • Author

Experience & Education

Office:
Taylor, Porter, Brooks & Phillips, L.L.P.
451 Florida Street, Baton Rouge, LA 70821
Phone:
(225) 381-0217 (Phone)
Specialties:
Business Litigation - Federal and State, Business Transactions
ISLN:
909769190
Admitted:
1995, Louisiana, U.S. District Court, Middle, Western & Eastern Districts of Louisiana
Biography:
Preston J. Castille, Jr. is a partner and a member of the Firm's Executive Committee. He joined...
Full Profile

Certified Financial Planners near Baton Rouge, LA01Walker


Certified Financial Planners around Baton Rouge, LA

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Certified Financial Planners in Louisiana

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