Harriet J. Brackey,  CFP<sup>&reg;</sup> - Financial Advisor

Harriet J. Brackey, CFP®

Portfolio Manager

Iberia Wealth Advisors

IBERIA Wealth Advisors, 601 Poydras St., Suite 2075
New Orleans, LA 70130
(504) 310-7523

General

Harriet Brackey is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Iberia Wealth Advisors in New Orleans, LA and the surrounding communities.

Financial Advisor Overview

I'm a Certified Financial Planner at IBERIA Wealth Advisors in New Orleans. My approach begins with your needs, your tolerance for risk and your time horizon. I would take you through the financial planning process and construct a portfolio that meets your needs. Our process is transparent.   Success, to me, is helping you find -- and stay on -- the right path to your goals.  

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Estate Planning, Disaster Recovery, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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Helpful Financial Planning Resources