James Bayard
Financial Planner & Owner at Capital South Wealth Management, Llc
Based in Baton Rouge, United States
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Seniority
Director
Department
Finance & Accounting
Location
Baton Rouge
Industry
Financial Services
Company size
7
Contact information
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j•••••••@capitalsouthwm.com
Phone
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Background
About James Bayard
I became a fee-based independent CERTIFIED FINANCIAL PLANNER™ professional in order to provide my clients with objective, comprehensive advice. It is my passion and my goal to help ensure that my clients and their families are prepared for any time in their financial lives from accumulation through retirement. This preparation requires us to examine every aspect from income needs, education funding, insurance, long term care, budgeting, estate planning and investment planning.Through continued education, ongoing research, I provide my clients with knowledge and support as we help plan for their financial futures. In addition to holding my CERTIFIED FINANCIAL PLANNER™ designation I am also a Chartered Financial Consultant®. I work to uphold a fiduciary standard, and attempt to better the lives of my clients and restore trust.Advisory services offered through Capital South Wealth Management, LLC, a Registered Investment Adviser in the State of Louisiana. Thank you for visiting my profile page! If you’d like to contact me, feel free to email me directly James@capitalsouthwm.com
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