WiserAdvisor has over 20 years experience in matching the right financial advisor that is best suited to individuals like you in Lafayette, Louisiana. You need a financial advisor who will understand your financial situation and have the relevant financial qualifications to provide you with the right financial guidance and an insightful edge towards your financial journey.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
|Qualified Financial Advisors in Lafayette, Louisiana|
|Financial Advisor||Office Location||Phone Number|
Bentley and Company Investments
714 E. Kaliste Saloom,
Lafayette, LA 70508
Series 7, 66
Fee-Based, Based on Assets, Commissions, Flat Fee
714 E. Kaliste Saloom,
LA 70508 Phone Number 337-235-6233
Prior to joining Bentley and Company in 2007, Carlo received his Bachelors of Science degree in Business Administration from Northwestern State University. He currently holds securities licenses in a Series 7, 66 with also a Life and Annuity insurance license. With over a decade of experience in the financial services industry, Carlo works closely with his clients to develop meaningful relationships that last. He designs a range of models and plans by evaluating risk in portfolios, setting up education savings plans, working with clients to plan for retirement, along with implementing various life insurance strategies based on clients needs though his S.W.I.M. 360 Vision". This vision of providing Service excellence, Working together, Identifying needs, with Managing portfolios has allowed him to customize each plan specific to each relationship. We many not be all things to all people but we are all things to a select group, who are our clients. In his spare time, Carlo is an U.S. National Olympic Distance Triathlete, U.S. National Aquathlete, and competes on Team USA for world competitions in age group Aquathlon. He is also a former member of the Comeaux High School, Northwestern State University, and Lafayette Concert Bands playing clarinet. Having a solid partnership is essential to effective financial planning. To this end, our stewardship framework is designed to keep us informed of any new developments that might affect these strategies. There is no winging it, nothing is left to chance.
We are dedicated to providing investment management and strategic wealth planning to our clients. Simply put, we strive to be our clients trusted advisor. As an independent financial advisor, our primary focus is to provide individualized retirement goal planning, extensive research on the products we recommend and unbiased opinions that are designed to achieve long term investment results.
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Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
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A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.
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