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Top 30 financial advisors of 484 near 70070
Out of 400,000+ nationwide
Will N
CFP®
New Orleans, LA
Horizon Financial Planning LLC
William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of financial planning experience, helping Advanced Practice Registered Nurses as well as working professionals in the medical, legal and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country. Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.
Eric J
CFP®, EA
Kenner, LA
Equilibrium Financial Planning
My wife, Rachael Johns, J.D., and I founded Equilibrium Financial Planning to help New Orleans retirees and pre-retirees with $1 million or more pay less in taxes, know how much they can safely spend, and optimize their investments for lasting retirement confidence. We understand this stage of life brings unique opportunities and complex challenges, which is why we serve as your personal Chief Financial Officer (CFO) so that you can realize your vision for retirement. As a fee-only fiduciary, we are bound to the highest duty of care, are never paid a commission, and have a legal obligation to provide unbiased and trustworthy financial advice. We prioritize integrity and transparency as we help you achieve your financial goals. At Equilibrium, our mission is simple: to help you retire with confidence by balancing what you spend, what you save, and what you keep after taxes. On the personal side, I used to play rugby for Jesuit High School and then while at LSU from 2005-2010. I now enjoy coaching youth sports for our 10 year old twins, Adam and Zoey, and playing chess with our 12 year old, Connor. I relish playing video games, particularly those made by Blizzard, and my ideal Saturday night is a sushi dinner and gaming session. I have collected and played Magic the Gathering intermittently since being introduced to the game by my dad in 1995, and the flavor text on the card Equilibrium (7th Edition) served as inspiration for our firm's name. My wife, Rachael, and I value family time immensely and spend most weekends with our kids playing pickleball and board games, dancing to The Beatles, or popping popcorn for Friday movie nights.
Gordon B
Series 66
Luling, LA
Edward Jones
Brenden C
CFP®, Series 63, Series 66
Metairie, LA
Edward Jones
Christina W
CFP®, Series 66
Kenner, LA
Edward Jones
Patrick R
CFP®, Series 66
Harahan, LA
Edward Jones
Evan F
Series 65, Series 66
Metairie, LA
Edward Jones
Daniel T
CFP®, ChFC®, Series 66
Metairie, LA
Edward Jones
Colby B
Series 66
River Ridge, LA
Edward Jones
Ross M
Series 66
Metairie, LA
Edward Jones
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Top 30 financial advisors of 484 near 70070
Out of 400,000+ nationwide