Pete Bush, Cfp® Email and Phone Number
Over 30 years ago, I launched my career as a financial advisor in a small cubby hole workstation right next to the copy machine in a small investment advisory firm in Baton Rouge, LA. Growing up in a large family, the third of six kids, where money was always tight, my initial attraction to the industry was to become valuable to others by developing my knowledge and experience around investments, as planning wasn't very prevalent in those days.But with every passing client engagement, I realized that in some way, shape or form, people were all turning to me looking for their own personal version of the same thing: Confidence. Whether it was a desire to build confidence, restore it, or simply increase what was already there, I realized helping people become more confident financially had a huge positive ripple effect throughout the rest of their lives. There wasn’t really an “Aha!” moment, just a gradual understanding that while money can’t buy happiness, true happiness is hard to come by if you’re always worried about money matters.There’s no doubt that what began over three decades ago, with one advisor in a small space next to a copy machine, has changed a bit. Yes, growth, success, and a deeper understanding of our mission have all changed Horizon over time. And yet, the core of who we are remains the same: our values, our reason to come to work, and our sincere desire to help people become more confident. As it turns out, finding our own clarity has become instrumental in helping folks like you find yours.Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Blvd, Ste 100, Baton Rouge, LA 70810, 225-612-3820.Specialties: Business succession planning, 401k plans, overall financial coordination, investments and insurance, wealth management,budgeting and goal setting, business management, asset allocation, retirement planning
The Runway Decade: Building A Pre-Retirement Flight Plan In Your Fifties
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AuthorThe Runway Decade: Building A Pre-Retirement Flight Plan In Your FiftiesBaton Rouge, La, Us
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Owner, Cfp, Certified Financial Planner, Financial AdvisorHorizon Financial Group Aug 1991 - PresentBaton Rouge, Louisiana AreaEvery mountain climbed, battle won, and championship trophy hoisted in the air began with a plan.The same can be said about building a confident financial future. Success is no accident.At Horizon Financial Group, we believe that being confident about your finances is part of the foundation of a happy life. That confidence comes from knowing where you stand in relation to where you need to be in all of the crucial financial areas of your life. But what gives you confidence is very personal, and the key to “knowing” resides in the creation, funding and regular updating of your own financial life plan. That’s why we developed The Confident Wealth Experience® It’s a flexible system comprised of three increasingly deeper levels of engagement to give you access to the depth of advice and support that you want and need to feel confident:• The Confident Wealth Plan®• Core Financial Strategies• Disciplined Investment ManagementEvery relationship starts with a simple conversation, where we get to the heart of what is important to you so that we can help you identify all of the areas where progress will add to your overall confidence. For some, that means we only engage with them for investment management, while others only engage for financial planning or more complex wealth management. But most ultimately use us for some combination of both planning, implementation and ongoing monitoring of the plan and that is where we believe we are most valuable to you long term.Taking part in The Confident Wealth Experience® gives you access to our entire team of professionals, all who bring unique talents and perspectives to the table. The result is a team-approach, centered on you and your needs, that produces a comprehensive plan designed to build, restore, or increase your confidence to give you clarity and a sense of direction. -
Registered Representative, Registered Principal, Investment Advisor Representative, OsjCetera Advisors Feb 1994 - PresentBaton Rouge, Louisiana AreaAs a Registered Principal for Cetera Advisors, and a branch OSJ, I provide oversight, supervision and business guidance for a group of over 50 advisors across 12 states as part of the Horizon Advisor Network. You can learn more at www.horizonadvisornetwork.com Founded in 1981, Cetera Advisors LLC has grown into a leading provider of services and products to financial professionals nationwide. They provide the benefits and personalized service of a boutique firm along with the resources and financial strength of a large one. Most important, they give you the flexibility to run your business in a way that best suits your clients’ financial needs and objectives.You can take a deeper dive on Cetera Financial Group at www.cetera.com . -
AuthorThe Runway Decade: Building A Pre-Retirement Flight Plan In Your Fifties Jul 2022 - PresentBaton Rouge, Louisiana, United States
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Inventor, Owner, EntrepreneurThe Bamvino, The Winebacker And The Winewinger Oct 2008 - PresentBaton Rouge, Louisiana AreaBy pure chance one day in a conversation, long time baseball and wine enthusiast Pete Bush picked up a bottle of wine by its neck, turned it over and held it up to his shoulder like a baseball bat while pondering aloud, "I wonder if there is a wine bottle holder where the bottle is held as the bat in a batter's hands?" When he couldn't find anything even remotely like he was looking for, the idea for The BamVino was born. After much tiral and error, Bush teamed with famed Louisiana sculptor Patrick Miller to create the prototype with great attention to detail and authenticity. The result is a conversation piece wine bottle holder that sits on a wine bar or countertop and comfortably holds most standard bottles of wine. A former first baseman for national college baseball power LSU during their first three trips to the College World Series in the late 80's, Bush's initial idea was to produce The BamVino in the likeness of an LSU player and a generic bronze version, as well. As interest in the product grew from there, the product is now licensed with MLB and Collegiate Licensing through Team Sports America, a division of Evergreen, featuring the logos of the top major league teams.After the successful launch of The BamVino, Bush rolled out his football and hockey versions of the bottle holder with The Winebacker and The Winewinger.The products can be found nationwide and on the web and you can find out more info www.GeauxBig27.com
Pete Bush, Cfp® Education Details
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Business Management -
Belaire High School
Frequently Asked Questions about Pete Bush, Cfp®
What company does Pete Bush, Cfp® work for?
Pete Bush, Cfp® works for The Runway Decade: Building A Pre-Retirement Flight Plan In Your Fifties
What is Pete Bush, Cfp®'s role at the current company?
Pete Bush, Cfp®'s current role is Author.
What schools did Pete Bush, Cfp® attend?
Pete Bush, Cfp® attended Louisiana State University And Agricultural And Mechanical College, Belaire High School.
Who are Pete Bush, Cfp®'s colleagues?
Pete Bush, Cfp®'s colleagues are Taylor Bush, Mikki Rubin, Robert Burke, Bailey Coleman, Rebecca Lauve, Domingo Cajayon, Savannah Henry.
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