Chris Breaux
Financial Advisor serving individual investors/Focusing on solutions for business owners, executives and retirees
- Role
- Financial Advisor at Edward Jones
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Chris Breaux
As an Edward Jones financial advisor, I enjoy the opportunity to partner with individual…
Experience
Financial Advisor
Feb 2012 — Present · Marrero, LA, US
I work with serious investors to achieve their long term financial goals. I help families balance how much money they should put on the side for retirement, and how much to put on the side for education. I work with retirees to find more tax advantaged income. I work with business owners to address succession concerns, estate concerns, and retirement plans. In addition, I work with professionals to sort out what to save for retirement versus what to put back into their businesses.
Education
La Salle University
Masters of Business Management
Skills
- Retirement
- Tax Estimators
- Education Savings
- Estate Considerations
- Insurance Needs
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