About

I have a varied background:  besides being an attorney, I'm a Certified Public Accountant (CPA), a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA).  I view my role as a wealth manager. I reduce uncertainty in my client's financial well being with the help of my team of experts (other Attorneys, CPAs, CFPs, AIFs and CFAs). They work on three primary aspects of a client's life: investments and financial needs, tax planning and preparation, and estate planning considerations.  We do this without commission, or any product-based compensation. In other words, we act as a fiduciary to our clients, looking out for their best interests. For more about myself, LaBrecque and Associates, LJPR Financial Advisors, and how we reduce uncertainty, visit www.ljpr.com.

Practices Areas

Estate Planning

Language

English

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