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New Orleans, LA
Quad Cities, IL/IA
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New Orleans, LA
1521 Washington Ave.
Suite B
New Orleans, LA 70115
Phone: 504-717-4862
Fax: 504-270-1497
Hours: Mon-Fri: 8am – 5pm
2727 Prytania Street
Suite 18 – The Rink
New Orleans, LA 70130
Phone: 504-717-4862
Fax: 504-270-1497
Hours: Mon-Fri: 8am – 5pm
Our New Orleans office opened in 2017 when Upperline Financial Planning merged with The Planning Center. H. Jude Boudreaux, CFP® founded Upperline in 2010 as a fee-only financial planning firm based on the pricing structures and concepts that The Planning Center was pioneering, so when the time came to merge after his firm grew it was a natural fit to join his friends from the midwest. While the New Orleans office specializes in working with physicians and those in the medical community, we have clients across all walks of life who are looking for a welcoming place to have important conversations about their financial life.
Posts from Our New Orleans Team
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation.
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
Why “Play” Matters to Your Money
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we
Autumn K. Campbell, CFP®. Financial Planner, of The Planning Center: ’The youngest generation of professionals has a complex and new set of circumstances to navigate’
The Tulsa World interviews The Planning Center’s Autumn Campbell, CFP®, on the new generation of financial planners and the challenges for the millennials and other
GE’s move to slash dividends could put a dent in this retirement income strategy
The Planning Center’s Senior Financial Planner Jude Boudreaux, CFP(r) discusses with Darla Mercado of CNBC the effects of General Electric slashing its quarterly dividend to
Autumn Campbell Awarded CFP(r) Designation
Congratulations to The Planning Center’s Autumn Campbell, who services clients out of the Tulsa and New Orleans offices was recently awarded the prestigious CFP(r) Designation.
Let’s get real: Saving for retirement is tough. Here’s a realistic approach
The Planning Center’s Jude Boudreaux outlines a more realistic approach to saving for retirement by the decades. Read the entire article here: https://www.theadvocate.com/gambit/new_orleans/cue_magazine/article_365a87a8-a7bc-11e8-b7ca-e7d79652443e.html
Why “Play” Matters to Your Money
By Jude Boudreaux So much of the work we do as planners is around clients and their cash flow. There are large spending choices we
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