How does the advisor help clients – Key Takeaways:
- Provides financial expertise and guidance
- Offers comprehensive financial services
- Serves a diverse range of clients
Facts and Insights
With over 25 years of experience in the financial industry, Ernest J. Brousseau, CPA, CFP� has established himself as a knowledgeable and trusted financial advisor. He is dedicated to helping his clients achieve their financial goals and build a secure future for themselves and their families.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $250 million | 3 | 27 years |
Financial Services Offered
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Education planning
Client Types
Ernest J. Brousseau serves a diverse range of clients, including individuals, families, small business owners, and corporate executives. He also works with clients in various industries, including healthcare, technology, and education.
Fees & Compensation
Ernest J. Brousseau operates on a fee-only basis, which means he does not earn commissions or receive any compensation for recommending specific products or services. This helps to ensure that his clients’ best interests are always the top priority.
Background
Ernest J. Brousseau earned his Certified Public Accountant (CPA) and Certified Financial Planner (CFP�) designations, demonstrating his expertise in both tax and financial planning. He also holds a bachelor’s degree in accounting and a master’s degree in finance.
Financial Advisor Disclosures to Know
As a reputable and ethical financial advisor, Ernest J. Brousseau abides by all industry regulations and standards. He has a clean record with no disciplinary actions or complaints against him.