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Jerry Broussard (CFP®)

Jerry Broussard focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

I help clients identify their goals in three categories, needs, wants and wishes. Then we rank them in importance and put together an investment strategy to help accomplish these goals.

Additional Information

I work on an ongoing or one time basis in helping clients reach their retirement or investment goals.

NAPFA Start Date

January 29, 2009

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

3 Flagg Place, Suite 2-B Lafayette, LA 70508-7003 Phone: (337) 643-8319 Fax: (337) 643-8785
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Other Offices

106 W Veterans Meml Dr Kaplan, LA 70548-4917 Phone: (337) 643-8319 Fax: (337) 643-8785
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