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    Cfp® H. Jude Boudreaux

    Shareholder and Senior Financial Planner at The Planning Center, Inc - CNBC Advisory Council - InvestmentNews 40 under 40

    H. Jude Boudreaux, CFP, GFP Fellow, is a Partner/Sr. Financial Planner with The Planning Center, focusing on comprehensive financial planning for business owners and physicians in Greater New Orleans and Chicagoland.

    With a background spanning various financial roles, including founding Upperline Financial Planning, Jude helps clients address asset preservation, tax mitigation, estate planning, creditor protection, and charitable giving.

    His consultative approach aligns financial strategies with client values, going beyond investments to meet unique financial needs and goals.

    Jude's expertise has been recognized through accolades such as being named a Top Financial Advisor for Doctors by Medical Economics and a MoneyMakers Hall of Fame member by New Orleans CityBusiness.

    As a notable figure in financial planning, Jude contributes to national media outlets and has a diverse educational background, studying Finance at Loyola University New Orleans and Leadership at Seth Godin's altMBA.

    Related Questions

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    Cfp® H. Jude Boudreaux
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    Location

    New Orleans, Louisiana, United States