Montgomery Gossen, Cfp®

Montgomery Gossen, Cfp® Email and Phone Number

Director of Financial Planning Services @ BCM Advisors, LLC
Lafayette, LA, US
Montgomery Gossen, Cfp®'s Location
Lafayette, Louisiana, United States, United States
Montgomery Gossen, Cfp®'s Contact Details

Montgomery Gossen, Cfp® work email

Montgomery Gossen, Cfp® personal email

Montgomery Gossen, Cfp® phone numbers

About Montgomery Gossen, Cfp®

I am a Certified Financial Planner™ with BCM Advisors and specializes in comprehensive retirement planning. I oversee all financial planning activities in the firm and am responsible for helping clients develop step-by-step strategies for tackling their retirement. Before joining BCM Advisors, I worked for Advent Software, a financial reporting software firm based in Jacksonville, FL where I served in several roles assisting financial advisory firms across the country. I am a Rotarian with Rotary Club of Lafayette South, Treasurer for The Family Tree of Acadiana and member of Leadership Lafayette Class XXXI.When not working or volunteering, I enjoy spending time with family and friends, playing the bass guitar and playing ice hockey.

Montgomery Gossen, Cfp®'s Current Company Details
BCM Advisors, LLC

Bcm Advisors, Llc

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Director of Financial Planning Services
Lafayette, LA, US
Website:
bcm-advisors.com
Employees:
6
Montgomery Gossen, Cfp® Work Experience Details
  • Bcm Advisors, Llc
    Director Of Financial Planning Services
    Bcm Advisors, Llc
    Lafayette, La, Us
    View
  • Bcm Advisors, Llc
    Member & Chief Operating Officer
    Bcm Advisors, Llc Jan 2023 - Present
    View
  • Bcm Advisors, Llc
    Director Of Financial Planning Services
    Bcm Advisors, Llc Dec 2018 - Present
    Lafayette, Louisiana Area
  • Bcm Advisors, Llc
    Investment Adviser Representative
    Bcm Advisors, Llc Feb 2016 - Present
    Lafayette, Louisiana Area

Montgomery Gossen, Cfp® Skills

Microsoft Excel Microsoft Office Accounts Receivable Powerpoint Research Management Accounting Microsoft Word Data Analysis Customer Service Public Speaking Strategic Planning Social Networking Process Improvement Social Media Sales Event Planning Internal Communications Visual Basic Navision Customer Insight Data Entry Business Analysis Certified Financial Planner

Montgomery Gossen, Cfp® Education Details

Frequently Asked Questions about Montgomery Gossen, Cfp®

What company does Montgomery Gossen, Cfp® work for?

Montgomery Gossen, Cfp® works for Bcm Advisors, Llc

What is Montgomery Gossen, Cfp®'s role at the current company?

Montgomery Gossen, Cfp®'s current role is Director of Financial Planning Services.

What is Montgomery Gossen, Cfp®'s email address?

Montgomery Gossen, Cfp®'s email address is mo****@****tal.com

What is Montgomery Gossen, Cfp®'s direct phone number?

Montgomery Gossen, Cfp®'s direct phone number is +133730*****

What schools did Montgomery Gossen, Cfp® attend?

Montgomery Gossen, Cfp® attended Louisiana State University.

What skills is Montgomery Gossen, Cfp® known for?

Montgomery Gossen, Cfp® has skills like Microsoft Excel, Microsoft Office, Accounts Receivable, Powerpoint, Research, Management, Accounting, Microsoft Word, Data Analysis, Customer Service, Public Speaking, Strategic Planning.

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