Lisa L. Heath,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa L. Heath, CFP®

Financial Partners of Louisiana, LLC

935 Camellia Blvd, Ste 200
Lafayette, LA 70508
(337) 265-2500

General

Lisa Heath is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Partners of Louisiana, LLC in Lafayette, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Insurance Licenses

  • Life insurance: AL
  • Health/disability insurance: AL
  • Fixed annuities: AL
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Women's Finances

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