Jerry Broussard (CFP®)

Jerry Broussard focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Divorce Planning
  • Entrepreneurs
  • Estate & Generational Planning Issues

Planning Specialties

I help clients identify their goals in three categories, needs, wants and wishes. Then we rank them in importance and put together an investment strategy to help accomplish these goals.

Additional Information

I work on an ongoing or one time basis in helping clients reach their retirement or investment goals.

NAPFA Start Date

January 29, 2009


This Office

3 Flagg Place, Suite 2-B Lafayette, LA 70508-7003 Phone: (337) 643-8319 Fax: (337) 643-8785

Other Offices

106 W Veterans Meml Dr Kaplan, LA 70548-4917 Phone: (337) 643-8319 Fax: (337) 643-8785