Robert Morella (CPA/PFS)

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

  • Entrepreneurs
  • Estate & Generational Planning Issues
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

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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This Office

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