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@dentgroup.com
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2 phones found area 225
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LinkedIn matched
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Fred Dent, Cfa is listed as Fee-Only Fiduciary | Guiding High-Net-Worth Families to Build Meaningful Legacies at Dent Wealth Advisors, based in Baton Rouge, Louisiana, United States. AeroLeads shows a work email signal at dentgroup.com, phone signal with area code 225, and a matched LinkedIn profile for Fred Dent, Cfa.
Fred Dent, Cfa previously worked as Principal of Leading Financial, Investment, Retirement, 401k, IRA, Estate, Trust Planning Advisor at Dent Wealth Advisors and Financial Advisor at Raymond James. Fred Dent, Cfa holds General Studies from Louisiana State University.
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AeroLeads found 1 current-domain work email signal for Fred Dent, Cfa. Compare company email patterns before reaching out.
I help successful individuals and families structure, grow, and protect their wealth so they can create lasting impact for themselves, their loved ones, and their communities.As a Chartered Financial Analyst (CFA) charterholder and fee-only fiduciary advisor, I specialize in sophisticated wealth management strategies for people who have built substantial assets and are navigating major life transitions. Drawing on years of experience in investment management and holistic financial planning, I’m committed to aligning every financial decision with your unique vision and values.My approach combines technical expertise with a deep understanding of the personal dimensions of wealth. Whether orchestrating business exits, planning for retirement, or structuring tax-efficient wealth transfer solutions, I empower my clients to make confident, informed decisions about their financial future.Areas of Focus• Complex wealth management strategies• Business exit planning and succession• Legacy and estate planning• Investment portfolio design and management• Tax-efficient wealth transfer solutionsIf you’re ready to explore how I can help you create a meaningful legacy—one that supports your aspirations and transcends generations—feel free to send me a message or schedule a call. I look forward to partnering with you on your journey to enduring financial success.✉ dentwealth.com☎ (225) 922-9955Expertise: Financial Planning, Fiduciary, Fee-Only, Investment Management, Behavioral Finance, Investment Advisor, Retirement Planning, Investment Policy, Asset Allocation, 401k Rollovers, Estate Planning, Portfolio Management, Investment Strategies, Retirement Consultant, Asset Management, Capital Markets, Fiduciary Services, Certified Financial Planner, Chartered Financial Analyst (CFA), Stock Market Analysis, Financial Services, Financial Planning, Securities, Mutual Funds, Roth IRA, Estate Tax Planning, 401k Planning, Inheritance Tax Planning, Financial Analysis, Financial Advisory, Equity Research, Long-term Care Insurance, Municipal Bonds, Stock Market, Tax Planning, College Savings Plans, Economics, Finance, Public Speaking, Venture Capital, Private Equity, Staff Management, Entrepreneurship, Mentorship
Listed skills include Retirement Planning, Wealth Management, Strategic Financial Planning, Investment Management, and 36 others.
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Baton Rouge, LA, US
If you are looking for high-touch service and impartial advice from a team with more than 80 years combined experience, you’ve come to the right place. If you value confidential, customized and private financial planning and common sense investing, welcome. If you aspire to engage in a balanced approach to long-term financial security, call us for a free.
St. Petersburg, Florida, US
Raymond James Financial is an American diversified holding company providing financial services to individuals, corporations and municipalities through its subsidiary companies that engage primarily in investment and financial planning—in addition to investment banking and asset management.As of June 24, 2015, Raymond James has more than 6,500 financial.
US
Drexel Burnham Lambert was a major Wall Street investment banking firm. They created the high-yield bond. At its height, it was the fifth-largest investment bank in the United States.♦ I was a registered financial advisor providing my clients with financial services such as stocks, high-yield bonds, mutual funds and variable annuities. ♦ I learned how the.
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Fred Dent, Cfa works for Dent Wealth Advisors.
Fred Dent, Cfa is listed as Fee-Only Fiduciary | Guiding High-Net-Worth Families to Build Meaningful Legacies at Dent Wealth Advisors.
AeroLeads has found 1 work email signal at @dentgroup.com for Fred Dent, Cfa at Dent Wealth Advisors.
AeroLeads has found 2 phone signal(s) with area code 225 for Fred Dent, Cfa at Dent Wealth Advisors.
Fred Dent, Cfa is based in Baton Rouge, Louisiana, United States while working with Dent Wealth Advisors.
Fred Dent, Cfa has worked for Dent Wealth Advisors, Raymond James, and Drexel Burnham Lambert.
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Fred Dent, Cfa holds General Studies from Louisiana State University.
Fred Dent, Cfa is listed with skills including Retirement Planning, Wealth Management, Strategic Financial Planning, Investment Management, Behavioral Finance, Asset Managment, Investment Advisory, and Investments.
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