Bert Boutte
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Bert Boutte Email & Phone Number

Director, Financial Planning and Retirement matchmaker in Sugar Land TX at Edelman Financial Engines
Location: Missouri City, Texas, United States 4 work roles 1 school
1 work email found @edelmanfinancialengines.com 3 phones found area 713 and 408 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email b****@edelmanfinancialengines.com
Direct phone (713) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Edelman Financial Engines
Role
Director, Financial Planning and Retirement matchmaker in Sugar Land TX
Location
Missouri City, Texas, United States
Company size
1029 employees

Who is Bert Boutte? Overview

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Quick answer

Bert Boutte is listed as Director, Financial Planning and Retirement matchmaker in Sugar Land TX at Edelman Financial Engines, a company with 1029 employees, based in Missouri City, Texas, United States. AeroLeads shows a work email signal at edelmanfinancialengines.com, phone signal with area code 713, 408, and a matched LinkedIn profile for Bert Boutte.

Bert Boutte previously worked as Director, Financial Planning at Edelman Financial Engines and Senior Vice President - Financial Planning at Financial Engines. Bert Boutte holds Bachelor'S Degree, Design And Applied Arts from University Of Louisiana At Lafayette.

Company email context

Email format at Edelman Financial Engines

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{first_initial}{last}@edelmanfinancialengines.com
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AeroLeads found 1 current-domain work email signal for Bert Boutte. Compare company email patterns before reaching out.

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Profile bio

About Bert Boutte

I'm a dreamer, and over the years I have met many dreamers. We all sit around, talking about how wonderful it would be to go someplace new or live somewhere different or even just to continue the life we currently live without a care in the world. That is where I found my passion, I'm a planner and that is what I enjoy doing. I understand that it is hard to focus on the big picture when life events occur every decade, every year and every minute it seems. That is where I can help.Over the years I have learned and taught many things about Investment and Goal planning to folks that would like to find the best way to match their path towards financial success.I feel that I have aligned myself with a fantastic firm that follows the same principals, philosophy and tools that I have enjoyed using over the years. As a Registered Investment Advisor, I find myself on the same side of the table as my clients.Believe me, it's not easy! It never is! I like being that individual that someone finds easy to talk to about the best way to complete their financial journey. It's a huge honor to be a part of that, and I strive not to disappoint.Give BB a shot!bboutte@mutualfundstore.com

Listed skills include Mutual Funds, Retirement Planning, Financial Services, Finance, and 12 others.

Current workplace

Bert Boutte's current company

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Edelman Financial Engines
Edelman Financial Engines
Director, Financial Planning and Retirement matchmaker in Sugar Land TX
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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4 roles

Bert Boutte work experience

A career timeline built from the work history available for this profile.

Senior Vice President - Financial Planning

Financial Engines

Houston, Texas Area

Currently registered as a RIA (Registered Investment Advisor) and operating a base location in Sugarland, TX.-Working with families to help plan for long term and short term financial goals.-Management of assets using primarily mutual funds and ETFS.-Building practice with individuals that are seeking asset management needs.-Comprehensive financial.

Jan 2015 - Jan 2020

Investment Consultant

Td Ameritrade

Houston, Texas Area

While employed with TD Ameritrade, my role included the following:-Attract new and existing clients with consolidation of assets.-Build a net positive business with the book of High Net Worth Clients within our firm-Educate those clients on the principals and philosophies of investing and modern portfolio theory.-Work with clients that require additional.

Jun 2007 - Jan 2015

Financial Advisor

Ameriprise Financial Services, Inc.

Houston, Texas Area

While employed with Ameriprise Financial Advisors, my role included the following:-Attract new clients utilizing several marketing ideas like lunch and learns, seminars and private events.-Built investment practice with individuals in using a financial services professional.-Portfolios included the use of mutual funds, ETFs.-Also how to use Life Insurance.

Nov 2005 - Jun 2007
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

DB David Balestriere, Cfp© David Balestriere, Cfp© Colleague at Edelman Financial Engines Boca Raton, Florida, United States, United States View → RA Rachel Alandzes Rachel Alandzes Colleague at Edelman Financial Engines Dallas, Texas, United States, United States View → JA Jeremy Albrecht Jeremy Albrecht Colleague at Edelman Financial Engines Columbus, Ohio Metropolitan Area, United States View → MW Marcia Wimmer Marcia Wimmer Colleague at Edelman Financial Engines Sterling, Virginia, United States, United States View → SA Stephanie Albrecht Stephanie Albrecht Colleague at Edelman Financial Engines United States, United States View → SL Shan Lee Shan Lee Colleague at Edelman Financial Engines Washington DC-Baltimore Area, United States View → JD Julie Dulude Julie Dulude Colleague at Edelman Financial Engines Minneapolis, Minnesota, United States, United States View → CT Conor Trask Conor Trask Colleague at Edelman Financial Engines Boston, Massachusetts, United States, United States View → CT Cheryl Thomas Cheryl Thomas Colleague at Edelman Financial Engines Cheshire, Connecticut, United States, United States View → VT Vinayak Telkar Vinayak Telkar Colleague at Edelman Financial Engines Bengaluru, Karnataka, India, India View →
1 education record

Bert Boutte education

FAQ

Frequently asked questions about Bert Boutte

Quick answers generated from the profile data available on this page.

What company does Bert Boutte work for?

Bert Boutte works for Edelman Financial Engines.

What is Bert Boutte's role at Edelman Financial Engines?

Bert Boutte is listed as Director, Financial Planning and Retirement matchmaker in Sugar Land TX at Edelman Financial Engines.

What is Bert Boutte's email address?

AeroLeads has found 1 work email signal at @edelmanfinancialengines.com for Bert Boutte at Edelman Financial Engines.

What is Bert Boutte's phone number?

AeroLeads has found 3 phone signal(s) with area code 713, 408 for Bert Boutte at Edelman Financial Engines.

Where is Bert Boutte based?

Bert Boutte is based in Missouri City, Texas, United States while working with Edelman Financial Engines.

What companies has Bert Boutte worked for?

Bert Boutte has worked for Edelman Financial Engines, Financial Engines, Td Ameritrade, and Ameriprise Financial Services, Inc..

Who are Bert Boutte's colleagues at Edelman Financial Engines?

Bert Boutte's colleagues at Edelman Financial Engines include David Balestriere, Cfp©, Rachel Alandzes, Jeremy Albrecht, Marcia Wimmer, and Stephanie Albrecht.

How can I contact Bert Boutte?

You can use AeroLeads to view verified contact signals for Bert Boutte at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Bert Boutte attend?

Bert Boutte holds Bachelor'S Degree, Design And Applied Arts from University Of Louisiana At Lafayette.

What skills is Bert Boutte known for?

Bert Boutte is listed with skills including Mutual Funds, Retirement Planning, Financial Services, Finance, Etfs, Asset Management, Wealth Management, and Financial Planning.

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