-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
DESIGNATIONS
- 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
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 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. Our new-client minimum is $1 million.
We are financial advisors guiding...
Michael Kreimer (CRD# 1451905) is an Investment Advisor Representative working at AssetWise Financial Group in Charlotte, NC and has over 36 years of experience in the finance industry. Michael Kreimer 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 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. Our new-client minimum is $1 million.
We are financial advisors guiding...
Deane Retirement Strategies, fiduciary financial advisors, has been in business in New Orleans and Southeast Louisiana for over 45 years. We are a team of Certified Financial Planners (CFP) and Chartered Financial Analysts (CFA) who specialize in integrating retirement financial planning with fee only, discretionary portfolio management. We manage over $200 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. Our new-client minimum is $1 million.
We are financial advisors guiding...
Donald Abaunza (CRD# 3172450) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Harvey, LA and has over 24 years of experience in the finance industry.
Daniel Abraham (CRD# 4945227) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 13 years of experience in the finance industry. Daniel Abraham 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.
Steven Ackman (CRD# 6465278) is an Investment Advisor Representative working at Edward Jones in River Ridge, LA and has over 8 years of experience in the finance industry.
Pierce Adams (CRD# 5987927) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Metairie, LA and has over 12 years of experience in the finance industry. Pierce Adams 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.
Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 26 years of experience in the finance industry.
Neal Adler (CRD# 4108756) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Metairie, LA and has 1 year of experience in the finance industry.