Audrey Libois (CFP®)
Audrey Libois focuses in the
following client markets or areas of practice:
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Medical Professionals
- Charitable Giving
- Entrepreneurs
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- LGBT Couples and Families
- Medical Professionals
Planning Specialties
Audrey particularly enjoys helping people refine their goals and adapt to important life transitions, whether that’s welcoming a new family member, changing a career path, or organizing a legacy for future generations.
Audrey holds the CFP® designation and is a member of the National Association of Personal Financial Advisors (NAPFA).
Born and raised in Lyon, France, Audrey moved to Philadelphia to complete her Bachelor of Business Administration in finance at the Fox School of Business at Temple University. She joined TGS Financial Advisors as a financial planner after graduating summa cum laude in 2010. She is a key advisor in the firm’s physician-focused TriageMD programs.
Audrey lives in Havertown, PA, with her husband Arnaud, Regional Sales Director at La Colombe Torrefaction, their three children, and their dog. They enjoy travelling and discovering new cultures. Their favorite memories almost always include eating good food with good people.
NAPFA Start Date
April 21, 2023