FA’s 2025 RIA Survey & Ranking Top 250

The Planning Center is proud to be recognized in Financial Advisor magazine’s 2025 RIA Survey and Ranking. This honor reflects the dedication of our team and the trust our clients place in us as they navigate life’s financial transitions.

Jude Boudreaux Featured in Forbes Interview

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently interviewed for a Forbes article discussing initial steps to assist new widows in managing their finances.

Jude Boudreaux Featured in CNBC Article

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a CNBC article that discussed building a financial to-do list for 2025.

Jude Boudreaux Featured in ThinkAdvisor Article

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in a ThinkAdvisor Retirement Planning article titled “Are Boomers Hoarding Wealth From Their Millennial Children?”

Jude Boudreaux Featured in Investopedia Article

Jude Boudreaux, CFP®, Senior Financial Planner at The Planning Center, was recently featured in an Investopedia article titled “Some People Expect More Than $1 Million In Inheritance. Are You One Of Them?”

Jude Boudreaux Featured in CNBC Article

Senior Financial Planner Jude Boudreaux, CFP®, recently appeared in a CNBC article about moving abroad as a living option for retirees. The piece highlighted the desire for lower living costs and better lifestyles among relocating retirees.