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Certified Financial Planners in Lafayette, LA

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10 results found

Nanette Heggie Lafayette, LA

Professions & Specialties

Certified Financial PlannerFinancial ConsultantPuchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentAdvisorPartnerFinancial ManagerChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAnalystsCommunity Service Manager

Experience & Education

Position:
CFP/Financial Advisor at Investment Partners of Acadiana, Financial Advisor at Raymond James
Title:
CFP/Financial Advisor at Investment Partners of Acadiana
Location:
Lafayette, Louisiana
Industry:
Investment Management
Work history:
Investment Partners of Acadiana - 140 B Rue Beauregard, Lafayette, LA 70508CFP/Financial Advisorsince Feb 2009Raymond James - Lafayette, Louisiana AreaFinancial Advisorsince Feb 2009

Danny Hollier Lafayette, LA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAgentSales RepresentativeDirectorFinancial ManagerOperations Manager

Experience & Education

Work

Company:
Hollier insurance agency
General agent
Company:
Washington life insurance company - Lafayette, LA
Director of policyholder service department

Neal Hebert Lafayette, LA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerFinancial ManagerChief Executive

Experience & Education

Position:
Owner at B&M Machine, Inc., Certified Financial Planner at Neal J. Hebert, CFP
Title:
Certified Financial Planner at Neal J. Hebert, CFP
Location:
Lafayette, Louisiana Area
Industry:
Oil & Energy
Work history:
B&M Machine, Inc. OwnerNeal J. Hebert, CFP Certified Financial Plannersince 1996

Kevin Blanchard Lafayette, LA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Estate Planner
Location:
Lafayette, Louisiana Area
Industry:
Financial Services

M Hanes Lafayette, LA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerPartnerChief ExecutiveFinancial ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Partner - CPA, CFP at Wealth Care Group, LLC
Location:
Lafayette, Louisiana Area
Industry:
Financial Services

Ken Hanes Lafayette, LA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
CPA, CFP at Clark Hanes & Faul, LLC - Investment Advisors / CPA's
Location:
Lafayette, Louisiana Area
Industry:
Financial Services

John Caro Lafayette, LA

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChief Operating OfficerChairpersonBusiness Banking ManagerAssistant Vice PresidentGeneral and Operations ManagerDirector of OperationsOperations ManagerChief ExecutiveBanking ManagerFinancial OfficerFinancial ManagerVice PresidentHuman Resources SpecialistRecruitmentBiotechnology ProfessionalEconomic Development SpecialistBiologistBiological ScientistEconomic Research AnalystEconomic ExpertEconomistSales ManagerMarketing ManagerSales RepresentativeRetail Sales ManagerSales ExecutiveField Marketing SpecialistMarketing AdministratorDefense AttorneyLawyers

Experience & Education

Position:
President and Chief Operating Officer at DNA Services of America
Title:
President and Chief Operating Officer @ DNA Services of America
Location:
Lafayette, Louisiana Area
Industry:
Biotechnology
Work history:
DNA Services of America - Lafayette, Louisiana AreaPresident and Chief Operating Officersince Oct 2008MidSouth Bank - Lafayette, Louisiana AreaSmall Business Banking Manager, Assistant Vice PresidentApr 2005 - Oct 2008
Skills:
CRM, Call Center, Retail Banking, Strategic Leadership, Small Business, Start-ups, Loans, Business...

Gerald Judice Lafayette, LA

Professions & Specialties

OwnerChief ExecutiveLicensed Real Estate BrokerProperty ManagerReal Estate ManagerFinancial ManagerOperations ManagerAir Transportation Worker

Experience & Education

Position:
Real Estate Management at Judice Inn & Personal Investing, GM (SEC\TRES) at JUDICE INN, INC. \...
Title:
Owner, JUDICE INN, INC. \ ST. LANDRY CINEMA
Location:
Lafayette, Louisiana Area
Industry:
Hospitality
Work history:
Judice Inn & Personal Investing Real Estate Managementsince Jan 1986JUDICE INN, INC. \ ST. LANDRY CINEMA - Lafayette, Louisiana AreaGM (SEC\TRES)since Dec 1980

Victor Raxsdale Lafayette, LA

Professions & Specialties

Puchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSystems ArchitectSoftware DevelopersFinancial Manager

Experience & Education

Position:
Business Professional at Morgan Stanley Smith Barney
Title:
Morgan Stanley Smith Barney
Location:
Lafayette, Louisiana Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney Business Professionalsince Jan 2005Fugro Chance Systems EngineerMay 1998 - Jan 2005
Certified Financial Planner

Ted Hoyt Lafayette, LA

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerExecutorTrust Law AttorneyLawyersFinancial Manager

Experience & Education

Company:
Hoyt & Stanford Llc
Phone:
(337) 234-1012 (Office)
Specialties:
Estate Planning - 25%(11 years)
Wills / Living Wills - 25%(11 years)
Licenses:
Louisiana - Authorized to practice law     1977
Dist. of Columbia - Inactive     1979
Languages:
English


Certified Financial Planners near Lafayette, LA01KaplanNew Iberia



Certified Financial Planners around Lafayette, LA

Kaplan  (1)
New Iberia  (1)

Certified Financial Planners in Louisiana

Sub-specializations