While that's wise advice for anyone, if you're part of the "Gen X" generation-born between the 1960s and early 80s-the reasons are particularly clear. As a busy professional, you spend the bulk of your time focused on your job, your kids, your home, and even caring for your parents. It's time to let experienced professionals focus on helping you make sound financial decisions to help build your financial security.
It's time to get clarity for life. Our passion is advising busy families with a New Orleans groove! Reach out today to explore how our comprehensive approach and fee-only services can help get you on track and stay there. And that means every choice-from how much you invest, to where you invest, to how you spend the dollars you don't invest.
It's time to get clarity for life. Our passion is advising busy families with a New Orleans groove! Reach out today to explore how our comprehensive approach and fee-only services can help get you on track and stay there. And that means every choice-from how much you invest, to where you invest, to how you spend the dollars you don't invest.
Services
Bienvenue Wealth is a fee-only Registered Investment Advisor (RIA) located in the heart of New Orleans, LA. The firm was founded to provide trusted, conflict-free financial guidance to our clients. We embrace consumer advocacy and work closely with young professionals-GenX investors in their 40s and 50s-who are committed to making better financial choices.
Whether you are still in the early stages of your career or you are starting to eyeball the retirement you have always wanted, you can take advantage of our comprehensive financial services. We use a transparent pricing structure that gives us the freedom to work with professionals and families from many different settings.
I earned a bachelor's degree in finance from Louisiana State University and a Certificate in Financial Planning from Florida State University. As a financial services professional, I earned a CERTIFIED FINANCIAL PLANNER (CFP) designation from the Certified Financial Planner Board of Standards and I am an active member of the National Association of Personal Financial Advisors (NAPFA) where I served on the South Region Board.
I earned my bachelor's degree in accounting from a small school in the finger lakes of New York, Keuka College. I have been happily settled in the NOLA area since 2011. I earned my CPA license in 2015 and I'm an active member of the AICPA and the Louisiana Society of CPAs. Before joining Bienvenue Wealth, I had a background in individual, small business taxation, and corporate accounting.
Licensed by the Certified Financial Planner Board of Standards, CFPs must complete an advanced college-level course of study addressing financial planning subject areas, including insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning.
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