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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

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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.
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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.

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This Office

2901 Johnston Street, Suite 401 Lafayette, LA 70503 Phone: (337) 895-0800 Fax: (337) 895-0808
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