David Labourdette Jr, Ricp, Crpc Email and Phone Number
David Labourdette Jr, Ricp, Crpc work email
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David Labourdette Jr, Ricp, Crpc personal email
David Labourdette Jr, Ricp, Crpc phone numbers
As a Retirement Income Certified Processional (RICP®) and a Chartered Retirement Planning Counselor (CRPC®) and Wealth Advisor, I assist families get to and through retirement, by creating efficient strategies to help protect and maximize what is at their disposal: income, investments, Social Security, healthcare options, etc. I also assist businesses provide their employees with top of the line retirement plans, investment options, and financial wellness tools. Each client gets a thoughtful, personalized investment strategy and plan that works with their often complex and ever changing needs. While developing a customized plan designed to help protect and grow hard-earned wealth, we navigate: - Tax efficient planning- Estate planning strategies- Education savings - Sustainable/ethical investing- Alternative investments- Liability management- Current market data & research- And so many other things based on needs. I work directly with each client, but also hand-in-hand with their tax advisors (accountants, CPAs) and legal advisors (lawyers), in order to seek the best possible advice and solutions. Greater prosperity, increased security, longer legacy: What will we accomplish together?
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Partner, Wealth AdvisorHeritage Lake Advisors Oct 2024 - PresentIthaca, New York, United States
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Associate Vice President - InvestmentsWells Fargo Advisors Jan 2023 - Oct 2024 -
Financial AdvisorWells Fargo Advisors Aug 2018 - Oct 2024Upstate New York
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Inside Sales ManagerZonar Systems Dec 2017 - Aug 2018Greater Seattle Area -
Inside Sales Account ExecutiveZonar Systems Mar 2017 - Dec 2017Greater Seattle Area
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Director Of Human ResourcesTranscar Express, Llc Jan 2012 - Mar 2017Brownsville, Texas -
International Outreach CoordinatorYouth With A Mission Sep 2008 - Dec 2011Los Angeles, California
David Labourdette Jr, Ricp, Crpc Skills
David Labourdette Jr, Ricp, Crpc Education Details
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Bachelor Of Science In Business Administration - Financial Planning -
University Of The Nations -
Skaneateles High SchoolHigh School
Frequently Asked Questions about David Labourdette Jr, Ricp, Crpc
What company does David Labourdette Jr, Ricp, Crpc work for?
David Labourdette Jr, Ricp, Crpc works for Heritage Lake Advisors
What is David Labourdette Jr, Ricp, Crpc's role at the current company?
David Labourdette Jr, Ricp, Crpc's current role is Partner, Wealth Advisor at Heritage Lake Advisors.
What is David Labourdette Jr, Ricp, Crpc's email address?
David Labourdette Jr, Ricp, Crpc's email address is da****@****ems.com
What is David Labourdette Jr, Ricp, Crpc's direct phone number?
David Labourdette Jr, Ricp, Crpc's direct phone number is +195683*****
What schools did David Labourdette Jr, Ricp, Crpc attend?
David Labourdette Jr, Ricp, Crpc attended College For Financial Planning, Liberty University, University Of The Nations, Skaneateles High School.
What skills is David Labourdette Jr, Ricp, Crpc known for?
David Labourdette Jr, Ricp, Crpc has skills like Leadership, Management, Coaching, Microsoft Office, Project Management, Customer Relations, Entrepreneurship, Negotiation, Transportation Planning, Professional Services, Customer Experience, Project Planning.
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