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For searches that include a zip code, the results below list CFP® professionals within the selected radius range of the center point of the zip code, displayed in a random order that is updated frequently. If you received too few or too many search results, use the “Refine Your Search” button to modify your search.

Sort By: A-Z | Minimum Investable Assets
Contact
James M. Dombrowski, CFP®

Benjamin F. Edwards & Co.
(985) 674-7000

1590 W Causeway Approach Ste 1
Mandeville, LA 70471-3046
View on Map
(985) 674-7000

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Investment Planning, Retirement Income Management

Contact
Jeff L. Cobb, CFP®

Logical Investment Solutions
(225) 291-9393

11949 Bricksome Ave Ste A
Baton Rouge, LA 70816-2595
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(225) 291-9393

Compensation Method: Fee Only
Minimum Investable Assets: $50,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Divorce Issues, Education Planning, Estate Planning, Healthcare Planning

Contact
Alfred D. Lopez, CFP®

Al Lopez CFP(R) CLU CEBS
(504) 831-4345

117 Focis St
Suite 205
Metairie, LA 70005-3474
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(504) 831-4345

Compensation Method: Commission and Fee
Minimum Investable Assets: $10,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: General Financial Planning

Contact
John M. Morgan, CFP®

Planning & Investment Centers
(504) 837-1733 x103

1 Galleria Blvd Ste 735
Metairie, LA 70001-7522
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(504) 837-1733

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Men's Finances, Planning for Couples

Contact
R. Andrew Jardine, CFP®

Morgan Stanley Smith Barney
(504) 582-2708

1100 Poydras St
Ste 1900
Morgan Stanley Wealth Management
New Orleans, LA 70163-1900
View on Map
(504) 582-2708

1100 Poydras St
Ste 1900
Morgan Stanley Wealth Management
New Orleans, LA 70163-1900
View on Map
(504) 582-2708

Compensation Method: Commission and Fee
Minimum Investable Assets: $1,000,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Investment Planning

Contact
Joseph P. Stephens, CFP®

Stephens Financial Services LLC
(504) 362-5570

3528 Holiday Dr Ste A
New Orleans, LA 70114-8277
View on Map
(504) 362-5570

Compensation Method: Commission and Fee
Minimum Investable Assets: $25,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Comprehensive Financial Planning, Investment Planning, Retirement Income Management, Tax Preparation

Contact
Robert G. McNamara, CFP®

Net Street Brokerage
(504) 232-1486

70354 L Street
Covington, LA 70433-5201
View on Map

Compensation Method: Commission Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Insurance Planning

Contact
Dale 'Butch' Ferdinandsen, CFP®

Perry Agency
(337) 491-9236

121 Jamestown
Lake Charles, LA 70605
View on Map
(337) 491-9236

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning, Investment Planning

Contact
Edward K. Lozano, CFP®

EK Lozano & Co LLC
(985) 727-9695

220 Dalwill Drive
Suite 101
Mandeville, LA 70471-3372
View on Map
(985) 727-9695

Compensation Method: Commission and Fee
Minimum Investable Assets: $75,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Kathryn Traylor Johnson, CFP®

Edward Jones Investments
(225) 293-0069

11924 Sunray Ave
Baton Rouge, LA 70816-5316
View on Map
(225) 293-0069

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
William K. Dupree, CFP®

Southtrust advisors
(318) 742-0825

2850 Plantation Dr
Bossier City, LA 71111
View on Map
(318) 747-9404

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Terry M. King, CFP®

Thrivent Financial for Luthera
(985) 646-0790

100 Mission Dr Ste 4
Slidell, LA 70460-5221
View on Map
(985) 646-0790

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Charitable Giving, Comprehensive Financial Planning, Employee and Employer Plan Benefits, General Financial Planning, Insurance Planning, Intergenerational Planning, Investment Management

Contact
Walter A. Morales, CFP®

Commonwealth Advisors Inc
(225) 383-0550

315 3rd St
Baton Rouge, LA 70801-1308
View on Map
(225) 343-9342

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Securities

Contact
Mary E. Colon, CFP®

Morgan Stanley Smith Barney
(504) 587-9646

1100 Poydras
Ste 3250
New Orleans, LA 70162-0001
View on Map
(504) 587-9646

Compensation Method: Commission and Fee
Minimum Investable Assets: $500,000
Languages: Spanish, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Craig C. LeBouef, CFP®

Going Sebastien Fisher & LeBou
(337) 942-3041

2811 S Union St
Opelousas, LA 70570-5738
View on Map
(337) 942-3041

Compensation Method: Fee Only
Minimum Investable Assets: $500,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Comprehensive Financial Planning, Divorce Issues, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning

Contact
Shane D. Liggio, CFP®

Northwestern Mutual Financial Network
(337) 436-8940

127 W Broad St Ste 600
Lake Charles, LA 70601-4291
View on Map
(337) 436-8940

Compensation Method: Commission and Fee
Minimum Investable Assets: $150,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Insurance Planning, Retirement Planning, Wealth Management

Contact
Gerald M Marchand, CFP®

Morgan Stanley Smith Barney
(225) 237-3146

8550 United Plaza Blvd. Ste. 101
Baton Rouge, LA 70809-2256
View on Map
(225) 237-3146

Compensation Method: Commission and Fee
Minimum Investable Assets: $250,000
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Estate Planning

Contact
Thomas F. O'Connor, CFP®

Tom O'Connor, CFP(R)
(985) 643-2802

104 Village St Ste A
Slidell, LA 70458-5303
View on Map
(985) 643-2802

Compensation Method: Fee Only
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, General Financial Planning, Insurance Planning, Investment Planning

Contact
Daniel E. Seidel, CFP®

TransAmerica Financial Advisors
(225) 937-8990

10314 Sagefield Dr
Baton Rouge, LA 70818-4039
View on Map

Compensation Method: Commission and Fee
Minimum Investable Assets: None Provided
Languages: English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Contact
Albert R Leger, CFP®

Leger Financial Services
(318) 253-5660

PO Box 487
133 E. Waddil
Marksville, LA 71351-0487
View on Map
(318) 253-5660

133 E Waddil St
P O Box 487
Marksville, LA 71351-3013
View on Map
(318) 253-5660

Compensation Method: Commission and Fee
Minimum Investable Assets: $100,000
Languages: French, English

CFP Board Disciplinary History: No
Bankruptcy Disclosure in Last 10 Years: No

Specialties: Accounting, Asset Allocation, Banking, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Debt Management

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