Fred Dent, Cfa Email and Phone Number
Fred Dent, Cfa work email
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Fred Dent, Cfa personal email
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Fred Dent, Cfa phone numbers
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
Dent Wealth Advisors
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Principal Of Leading Financial, Investment, Retirement, 401K, Ira, Estate, Trust Planning AdvisorDent Wealth Advisors Jul 1997 - PresentBaton Rouge, La, UsIf 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 consultation at 225-922-9955.I am the principal of Dent Asset Management with 30 years of proficiency in the financial planning business. Our team has more than 80 years combined experience in serving as financial advisors in the Baton Rouge area. I lead a team committed to helping our clients plan for their financial future. Our firm has accepted the legal fiduciary responsibility to put our clients’ interests first. We manage your financial, retirement, trust, estate and tax planning. We coordinate your investment and risk management with our qualified partners. I regularly appear on television and radio to comment on the financial markets. I am a graduate of Louisiana State University (LSU). I also donate my time to Baton Rouge nonprofits, and I am an enthusiastic promoter of the Baton Rouge business community.
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Financial AdvisorRaymond James Oct 1990 - Jul 1997St. Petersburg, Florida, UsRaymond 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 advisors serving nearly 2.7 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets under management are approximately $500 billion.♦ I was a registered financial adviser, providing my clients with financial investments such as stocks, high-yield bonds, mutual funds and variable annuities. ♦ I created long-term plans for my clients to potentially help improve their financial future. -
Financial AdvisorDrexel Burnham Lambert Oct 1987 - Feb 1990UsDrexel 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 investment banking industry works.♦ I created long-term plans for my clients to potentially help improve their financial future.
Fred Dent, Cfa Skills
Fred Dent, Cfa Education Details
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Louisiana State UniversityGeneral Studies
Frequently Asked Questions about Fred Dent, Cfa
What company does Fred Dent, Cfa work for?
Fred Dent, Cfa works for Dent Wealth Advisors
What is Fred Dent, Cfa's role at the current company?
Fred Dent, Cfa's current role is Fee-Only Fiduciary | Guiding High-Net-Worth Families to Build Meaningful Legacies.
What is Fred Dent, Cfa's email address?
Fred Dent, Cfa's email address is fr****@****oup.com
What is Fred Dent, Cfa's direct phone number?
Fred Dent, Cfa's direct phone number is +122592*****
What schools did Fred Dent, Cfa attend?
Fred Dent, Cfa attended Louisiana State University.
What are some of Fred Dent, Cfa's interests?
Fred Dent, Cfa has interest in Economic Empowerment, Politics, Reading, Economics, Science And Technology, Court Tennis, Disaster And Humanitarian Relief, Arts And Culture.
What skills is Fred Dent, Cfa known for?
Fred Dent, Cfa has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Investment Management, Behavioral Finance, Asset Managment, Investment Advisory, Investments, Investment Policy, Asset Allocation, 401k Rollovers, Estate Planning.
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