Aaron Ogea, Financial Advisor located in New Iberia, LA

Financial Advisor
Aaron M Ogea

MBA, CFP®, CEPA®, AAMS®
201 Fulton St, New Iberia, LA 70560opens in a new window
Client by Referral
Serving clients with $2,000,000
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS®

    Accredited Asset Management Specialist™

Team Members

  • Wendy Bourque
    Associate Financial Advisor
  • Tammy Dore
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(337) 367-2449

Fax

(888) 499-2770

Office Address

201 Fulton St
New Iberia, LA 70560opens in a new window

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