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Estate Planners in US

Louisiana Estate Planners Directory

Trustoria includes a professional profile for nearly every Estate Planner in Louisiana.

Find more Estate Planners and other Financial brokers near in Louisiana by specifying the city where you need their services.

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23 results found

Chuck Barber Monroe, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Owner • Financial Manager • Chief Executive • Medicaid Specialist • Certified Nurse Aide • Community Health • Nurse • Nurse Practitioner • Army Lieutenant Colonel • Notary Public • Notary • Lawyers

Experience & Education

Position:
Estate Planner and Owner at Asset Protection Specialists, LLC, Estate Planner, Medicaid Specialist...
Title:
Estate Planner and Owner at Asset Protection Specialists, LLC
Location:
Monroe, Louisiana Area
Industry:
Insurance
Work history:
Asset Protection Specialists, LLC - Monroe, Louisiana AreaEstate Planner and Ownersince Jan 2012Pennington Financial, LLC - 1900 N. 18th St. Monroe, LAEstate Planner, Medicaid Specialist for LTCsince Jan 2008
Skills:
Estate Planning, Financial Planning, Retirement Planning, Long Term Care, Insurance, Trusts, Wills, ...
Full Profile

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
Full Profile

Hardy Richardson New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Sales Person • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Estate planner at Acacia Financial Group
Title:
Salesman at Acacia Financial Group
Location:
Greater New Orleans Area
Industry:
Financial Services
Work history:
Acacia Financial Group Estate plannersince 1983
Full Profile

Sheila Moragas New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Tax Consultant • Tax Accountant • Financial Manager • Management Team Executive • Operations Manager • Chief Executive

Experience & Education

Position:
Attorney at Milling Benson Woodward
Location:
Greater New Orleans Area
Industry:
Law Practice
Work history:
Milling Benson Woodward Attorneysince Mar 1998Arthur Andersen Tax Consultant1997 - 1998
Skills:
Litigation, Estate Administration, Civil Litigation
Full Profile

Kevin Blanchard Lafayette, LA

Professions & Specialties

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

Experience & Education

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

Todd Villarrubia New Orleans, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Partner • Chairperson • Chief Executive • Financial Manager • Counselor • Advisor

Experience & Education

Position:
Estate Planning Attorney at Wealth Planning Law Group
Location:
Greater New Orleans Area
Industry:
Law Practice
Work history:
Wealth Planning Law Group - 101 W. Robert E. Lee Blvd., Ste #404, New Orleans, LA 70124Estate Planning Attorneysince Jan 1995Blue Williams LLP Equity PartnerApr 2005 - Mar 2008
Skills:
Multigenerational Estate Planning, Successions, Advanced Estate Tax Planning, Estate Tax Planning,...
Estate Planner Legal Network
Full Profile

John Caro Lafayette, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chief Operating Officer • Chairperson • Business Banking Manager • Assistant Vice President • General and Operations Manager • Director of Operations • Operations Manager • Chief Executive • Banking Manager • Financial Officer • Financial Manager • Vice President • Human Resources Specialist • Recruitment • Biotechnology Professional • Economic Development Specialist • Biologist • Biological Scientist • Economic Research Analyst • Economic Expert • Economist • Sales Manager • Marketing Manager • Sales Representative • Retail Sales Manager • Sales Executive • Field Marketing Specialist • Marketing Administrator • Defense Attorney • Lawyers

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...
Estate Planner Legal Network
Full Profile

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,...
Full Profile

Stephen Satterlee New Orleans, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Investment Officer • Chief Executive • Management Analysts • School Principal • School Administrator • Educational Manager • Advisor • Master of Science • Financial Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Information Technology Specialist • IT Specialist

Experience & Education

Title:
President, Live Oak Financial Group, LLC
Location:
Greater New Orleans Area
Industry:
Investment Management
Work history:
Live Oak Financial Group, LLC - mandeville, laPrincipal/Chief Investment OfficerJan 1996 - Apr 2013Live Oak Advisory Group, LLC - Mandeville, LAPrincipal/ Chief Investment OfficerApr 2000 - Mar 2010
Investment Advisor/Business & Estate Planner at Gilsbar
Full Profile

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,...
Full Profile

Brandon Venegas New Orleans, LA

Professions & Specialties

Puchasing and Estimating Manager • Owner • Chief Executive • Law Specialist • Lawyers • Associate Professor • Instructor • Pedagogue • Lecturer • Postsecondary Teacher • Financial Manager • Operations Manager

Experience & Education

Position:
Owner at Venegas Law Firm
Title:
Owner, Venegas Law Firm
Location:
Greater New Orleans Area
Industry:
Law Practice
Work history:
Venegas Law Firm Ownersince 2003University of New Orleans Adjunct ProfessorAug 2006 - May 2008
Estate Planner Legal Network
Full Profile

Kristen Raibstein New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Customer Service • Sales Representative • Paralegal • Litigation Support Specialist • Legal Aide • Bachelors Degree • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Corporate Account Executive at Coface Collections North America
Location:
Greater New Orleans Area
Industry:
Legal Services
Work history:
Coface Collections North America Corporate Account Executivesince Dec 2007Boston Mutual Estate Planning/BrokerageJan 2004 - Feb 2007
Languages:
Spanish
Certifications:
Series 63, State of Louisiana/National Brokerage
Series 6, State of Louisiana
Full Profile

Kevin Neyrey New Orleans, LA

Professions & Specialties

Estate Planner • Financial Specialist • Financial Services Professional • Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Partner • Managing Partner • Chief Executive • Financial Manager • Master of Science • Master of Business Administration • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Analysts

Experience & Education

Position:
Managing Partner at Ericksen, Krentel & LaPorte
Title:
Partner, Ericksen, Krentel & LaPorte
Location:
Greater New Orleans Area
Industry:
Accounting
Work history:
Ericksen, Krentel & LaPorte Managing Partnersince Oct 1984
Certifications:
Certified Public Accountant, Louisiana Board of Accountancy
Certified Valuation Analyst, NACVA
Full Profile

Steve Satterlee New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager

Experience & Education

Title:
President, Live Oak Financial Group, LLC
Location:
Greater New Orleans Area
Industry:
Investment Management
Full Profile

Steven Satterlee New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Chief Executive • Financial Manager

Experience & Education

Title:
President, Live Oak Financial Group, LLC
Location:
Greater New Orleans Area
Industry:
Investment Management
Full Profile

Jean Niederberger New Orleans, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Law Specialist • Lawyers • Master of Science • Financial Manager

Experience & Education

Position:
Attorney at Guarisco & Cordes, LLC
Location:
Greater New Orleans Area
Industry:
Law Practice
Work history:
Guarisco & Cordes, LLC Attorneysince Aug 1992
Estate Planner Legal Network
Full Profile

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
Estate Planner Legal Network
Full Profile

Rakinzie Msw Walker, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Customer Service • Client Service Officer • Social Service Director • Community Service Manager • Supervisor • Managers • Financial Manager • Advisor • Doctor of Philosophy • Bachelor of Arts • Independent Business Owners • Researcher • Survey Researcher • Health Education Specialist • Health Educators

Experience & Education

Work

Company:
Nottingham regional rehab
Social service director
Company:
Jcpenney - Hammond, LA
Supervisor of children's department

Skills

Public Speaking, Research, Sales, Presentations & Training experience
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

Ted Hoyt Lafayette, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Executor • Trust Law Attorney • Lawyers • Financial Manager

Experience & Education

Company:
Hoyt & Stanford Llc
Address:
315 S College Rd Ste 165, Lafayette, LA 70503 - Property Information
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
Full Profile

Joel Mendler New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Of Counsel • Law Specialist • Jurist • Legal Counsel • Lawyers • Chairperson • Financial Manager • Chief Executive

Experience & Education

Office:
Baldwin Haspel Burke & Mayer, LLC
1100 Poydras Street, New Orleans, LA 70163
Phone:
(504) 569-2900 (Phone), (504) 569-2099 (Fax)
Specialties:
Taxation Law, Estate Planning
ISLN:
904860458
Admitted:
1968, Louisiana, 2006, Alabama
Biography:
Order of the Coif; Phi Sigma Alpha. Member, Board of Editors, Tulane Law Review, 1966-1968. Listed...
Full Profile

Armand Roos Shreveport, LA

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Chairperson • Board Member • Financial Manager • Chief Executive • Management Team Executive • Operations Manager • Lawyers

Experience & Education

Office:
Wiener, Weiss & Madison A Professional Corporation
333 Texas Street, Suite 2350, Shreveport, LA 71120
Phone:
(318) 226-9100 (Phone)
Specialties:
Estate Planning, Successions
ISLN:
902033823
Admitted:
1975, Louisiana
Biography:
Fellow: American College of Trust and Estate Counsel; Louisiana Bar Foundation. (Board Certified...
..of Legal Specialization,,Accredited Estate Planner
Full Profile

Jonathan Katz New Orleans, LA

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Lawyer • Security • Speaker • Spokesperson • Representative • Financial Manager

Experience & Education

Office:
Jones Walker LLP
201 St. Charles Ave., New Orleans, LA 70170
Phone:
(504) 582-8314 (Phone), (504) 589-8314 (Fax)
Specialties:
Tax Law, Taxation
ISLN:
918910026
Admitted:
2005, Louisiana
Biography:
Crowe Scholar. Recipient, Corporate and Business Law Section of the Louisiana State Bar Association ...
Full Profile