H. Jude Boudreaux, CFP

H. Jude Boudreaux, CFP

Upperline Financial Planning
New Orleans, Louisiana - New Orleans

Comprehensive financial planning - Contact H. Jude Boudreaux

Specialties
  • Budgeting, comprehensive financial planning, life planning and small business succession planning
Privacy Policy
  • Your information will not be sold or rented. Read more
  • Your privacy is taken very seriously and neither your contact information nor your financial information will be shared with another professional outside of the advisor's firm or any organization, unless you expressly allow it. You can opt out of educational emails at any time.

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About H. Jude Boudreaux

I am a fee-only planner, and my mission is to help others live their lives on purpose. Most people view money as their master rather than their servant, and we work with them to turn that relationship around. I am passionate about financial planning and have acquired a diverse experience in the field. This experience helps me better understand a wide range of circumstances and how best to help my clients reach their financial goals, whatever they might be.

I have been in the Financial Planning business in many different capacities over the years, including working with a major mutual fund family, and in supervision of daily operations of a local Office of Supervisory Jurisdiction, and as the Director of Financial Planning for a Wealth Management firm. This diverse experience has allowed me to gain the skills and knowledge that I need in order to be able to plan for and serve my clients over a wide range of circumstances and market environments. I was recently recognized as the 2008 Young Alumnus of the Year by Loyola University New Orleans' College of Business and am currently the president of FPA NexGen community.

Experience

Prior to founding Upperline Financial Planning, I spent 5 years as the Director of Financial Planning for Bellingrath Wealth Management, five years with MassMutual Financial Group and a year at Janus Mutual Funds. I have also contributed to several publications including, Journal of Financial Planning, InvestmentNews, Financial Planning Magazine, New Orleans CityLife and TodaysAdvisor.com.

President

FPA NexGen
January 2009 - December 2009 (11 months)

Director of Financial Planning

Bellingrath Wealth Management
July 2005 - September 2010 (5 years 2 months)

Director of Training and Technology

MassMutual Financial Group
April 2001 - May 2005 (4 years 1 month)

Education

1996 - 2000

Loyola University New Orleans
BBA, Finance

Press Mentions

January 2009

Financial Planning Magazine

"Serving Their Own"

December 2008

Philly.com

"First-homebuying fever"

June 2008

InvestmentNews

"Advisers split on preference for web-hosted applications"

August 2007

InvestmentNews

"Two years after Hurricane Katrina, a new lease - and view - on life"

August 2007

InvestmentNews

"Migrating to specialized planning software"


Related Terms: fee-only financial planning, financial life planning, comprehensive financial planning

Upperline Financial Planning
3000 St. Charles Avenue #411
New Orleans, LA 70115
(504) 717-4862
jude@upperlinefinancial.com

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1 Industry veteran Bob Veres, Boulevard to the Future, Inside Information, February 2009