Back to Search Favorites List

Robert Morella (CPA/PFS)

Robert Morella focuses in the
following client markets or areas of practice:

  • AUM
  • Entrepreneurs
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management

Planning Specialties

Through our financial planning services, Apex Capital Management, LLC can help you:

. Review and evaluate your income, assets, liabilities, insurance coverage, investment portfolio, income and estate tax exposure;

. Establish and prioritize your financial goals and time frames for achieving them;

. Implement strategies to help you achieve your goals;

. Monitor and adjust your plan to reflect changing goals, time frames and circumstances.

 

NAPFA Start Date

November 02, 2000

Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit
Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

Submit

This Office

701 Robley Dr Ste 200 Lafayette, LA 70503-5200 Phone: (337) 984-7010 Fax: (337) 981-6001
View
Visit Website