James Bayard, Cfp®, Chfc®

James Bayard, Cfp®, Chfc® Email and Phone Number

Financial Planner and Owner @ Capital South Wealth Management, LLC.
Baton Rouge, LA, US
James Bayard, Cfp®, Chfc®'s Location
Baton Rouge Metropolitan Area, United States
James Bayard, Cfp®, Chfc®'s Contact Details

James Bayard, Cfp®, Chfc® work email

James Bayard, Cfp®, Chfc® personal email

About James Bayard, Cfp®, Chfc®

I became a fee-based independent CERTIFIED FINANCIAL PLANNER™ professional in order to provide my clients with objective, comprehensive advice. It is my passion and my goal to help ensure that my clients and their families are prepared for any time in their financial lives from accumulation through retirement. This preparation requires us to examine every aspect from income needs, education funding, insurance, long term care, budgeting, estate planning and investment planning.Through continued education, ongoing research, I provide my clients with knowledge and support as we help plan for their financial futures. In addition to holding my CERTIFIED FINANCIAL PLANNER™ designation I am also a Chartered Financial Consultant®. I work to uphold a fiduciary standard, and attempt to better the lives of my clients and restore trust.Advisory services offered through Capital South Wealth Management, LLC, a Registered Investment Adviser in the State of Louisiana. Thank you for visiting my profile page! If you’d like to contact me, feel free to email me directly James@capitalsouthwm.com

James Bayard, Cfp®, Chfc®'s Current Company Details
Capital South Wealth Management, LLC.

Capital South Wealth Management, Llc.

View
Financial Planner and Owner
Baton Rouge, LA, US
Website:
capitalsouthwm.com
Employees:
6
James Bayard, Cfp®, Chfc® Work Experience Details
  • Capital South Wealth Management, Llc.
    Financial Planner And Owner
    Capital South Wealth Management, Llc.
    Baton Rouge, La, Us
    View
  • Capital South Wealth Management, Llc.
    Financial Planner & Owner
    Capital South Wealth Management, Llc. Aug 2016 - Present
    Baton Rouge, Louisiana Area
    I co-founded Capital South Wealth Management, LLC. to address the needs of families and individuals that may have unique planning circumstances. The Capital South Wealth Management, LLC. team works with our clients to plan for wealth transfers whether by death, divorce or windfall. This process requires diligence and care to examine every aspect from asset preservation, behavioral counseling, income planning, insurance, budgeting, estate planning and investment management. Other areas we focus on include multi-generational planning and special needs trusts.
    View
  • Capital South Wealth Management, Llc
    Certified Financial Planner™ Professional
    Capital South Wealth Management, Llc 2016 - Present
    Baton Rouge, Louisiana Area
    View
  • Financial Planning Firm
    Financial Planner/Financial Advisor
    Financial Planning Firm 2014 - 2016
    Baton Rouge, Louisiana Area
    Collaborated with clients in various stages of their careers to establish financial goals and needs. Developed recommendations regarding investments, insurance, budgeting and estate planning. Assisted clients with implementing and monitoring recommendations in order to achieve their goals.
  • Financial Planning Firm
    Financial Planning Associate
    Financial Planning Firm 2012 - 2014
    Baton Rouge, Louisiana Area
    Assisted with gathering data from clients and prospective clients in order to build comprehensive financial plans. Assisted lead advisor with development and presentation of the financial plan.

James Bayard, Cfp®, Chfc® Skills

Investments Employee Benefits Life And Health Insurance Licenses Asset Allocation Investment Advisory Financial Analysis Disability Insurance Retirement Planning Wealth Management Financial Planning Long Term Care Insurance

James Bayard, Cfp®, Chfc® Education Details

Frequently Asked Questions about James Bayard, Cfp®, Chfc®

What company does James Bayard, Cfp®, Chfc® work for?

James Bayard, Cfp®, Chfc® works for Capital South Wealth Management, Llc.

What is James Bayard, Cfp®, Chfc®'s role at the current company?

James Bayard, Cfp®, Chfc®'s current role is Financial Planner and Owner.

What is James Bayard, Cfp®, Chfc®'s email address?

James Bayard, Cfp®, Chfc®'s email address is ja****@****hoo.com

What schools did James Bayard, Cfp®, Chfc® attend?

James Bayard, Cfp®, Chfc® attended Louisiana State University, Louisiana State University, Catholic High School.

What are some of James Bayard, Cfp®, Chfc®'s interests?

James Bayard, Cfp®, Chfc® has interest in Collecting Antiques, Exercise, Sweepstakes, Nascar, Home Improvement, Shooting, Reading, Gourmet Cooking, Sports, The Arts.

What skills is James Bayard, Cfp®, Chfc® known for?

James Bayard, Cfp®, Chfc® has skills like Investments, Employee Benefits, Life And Health Insurance Licenses, Asset Allocation, Investment Advisory, Financial Analysis, Disability Insurance, Retirement Planning, Wealth Management, Financial Planning, Long Term Care Insurance.

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