Jesse Daigle
Altus Wealth Management, LLC
- Role
- Partner at Altus Wealth Management
- Location
- Baton Rouge, LA, US
- LinkedIn followers
- 500 followers
Experience
Partner
May 2012 — Present
I specialize in financial plans which are consistent with an individual’s present and future financial needs and objectives. I apply my financial planning knowledge with my interpersonal communication skills to develop strong relationship with our high net worth clientele. I have also built a network of professionals including CPAs, attorneys, and employee benefit specialists to enhance our client services.
Education
Louisiana State University
Bachelor of Science
1989 — 1994
Skills
- Retirement Planning
- Investments
- Wealth Management
- Strategic Financial Planning
- Finance
- Employee Benefits
- Securities
- Finra
- Financial Services
- High Net Worth Individuals
- Strategic Planning
- Business Strategy
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