Advisors at this firm
Renee B
CFP®
Lafayette, LA
CHF Wealth Management, LLC
Renee Baudoin is a CFP® professional with 4 years of experience at CHF Wealth Management, LLC in Lafayette, LA, where she has worked since 2015. She is also involved as president of Renee E Clark, LLC, a tax and financial planning business. Prior to and concurrently with her role at CHF Wealth Management, she has been associated with Clark, Hanes & Faul LLC, a CPA firm. CHF Wealth Management provides financial planning and portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, and business entities. The firm employs a risk-based investment approach with regular portfolio monitoring and emphasizes the use of Investment Policy Statements to guide portfolio construction.
Eric F
CFP®, PFS™, Series 66
Lafayette, LA
CHF Wealth Management, LLC
Eric Faul is a financial advisor with CHF Wealth Management, LLC, holding the CFP® and PFS™ designations, and has 14 years of industry experience. He has worked at CHF Wealth Management since 2009 and is also a CPA with Clark, Hanes & Faul, LLC, a firm he has been affiliated with since 2004. Outside of his advisory role, he serves as president of Eric S Faul CPA, LLC, a tax and financial planning business. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to guide portfolio construction across a range of risk levels and monitors accounts quarterly.
Ken H
CFP®, PFS™, Series 66
Lafayette, LA
CHF Wealth Management, LLC
Ken Hanes is a financial advisor at CHF Wealth Management, LLC with 14 years of industry experience. He holds the CFP®, PFS™, and Series 66 designations and has been associated with CHF Wealth Management since 2008. Hanes is also a CPA and is involved with Clark, Hanes & Faul, LLC, a CPA firm, where he dedicates part of his professional time. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to tailor portfolios ranging from Ultra-Conservative to Aggressive Growth, with regular monitoring and quarterly reporting.
Howard C
PFS™, Series 66
Lafayette, LA
CHF Wealth Management, LLC
Howard Clark is a financial advisor at CHF Wealth Management, LLC with 20 years of industry experience. He holds the PFS™ and Series 66 designations and has been with CHF Wealth Management since 2005. Clark is also associated with Clark, Hanes & Faul, LLC, an accounting firm under common control with CHF Wealth Management. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statement to guide portfolio construction and manages accounts with a mix of individual securities, mutual funds, ETFs, and bonds.
Melanie D
Series 63, Series 65
Lafayette, LA
CHF Wealth Management, LLC
Melanie Dwyer is a financial advisor at CHF Wealth Management, LLC in Lafayette, LA, with six years of industry experience. She holds Series 63 and Series 65 licenses and has been with CHF Wealth Management since 2007. CHF Wealth Management provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm uses a Risk Profile Questionnaire and Investment Policy Statements to tailor portfolios ranging from Ultra-Conservative to Aggressive Growth, implementing investments through individual securities, mutual funds, ETFs, and bonds.
