Studies have shown that preparing for financial goals is one of the most prioritized goals for people, yet often put off until the last minute. Because of this, I take the time listen to you describe your current situation and then focus on analyzing, prioritizing and proactively executing a strategy to help you reach your financial goals by working through our established process. By focusing on what is most important to you and the things you can control, I help you create a long-term, strategy that is personalized for you, responsive to change and monitored often.
On a personal note, I've lived in Shreveport, LA, much of my life and am a graduate of Caddo Magnet High and LSU Baton Rouge. I'm also a member of the Hispanic Chamber of Commerce of Louisiana. I am married and have three great children. We enjoy spending time outdoors with friends and family. We also enjoy sports year-round. I'm passionate about being able to help people and am grateful to do what I love for a living.
My branch office administrator, Whitley Mims, provides you with the highest level of service possible. When not at work, Whitley enjoys spending time with her family and catching up on her favorite drama series.
Together, we provide highly personalized service and all aspects of our business are aligned to help us meet our clients’ unique goals and needs. I'd like to help provide the answers to your questions so you can make informed, financially sound decisions. If you are interested in learning about how my team can help, give my office a call today to discuss your situation and options. Whitley and I are here to help.
Se Habla Español
- Retirement Savings Strategies
- Retirement Income Strategies
- Wealth Strategies
- Portfolio Reviews
- New Investors
- Entrepreneurs & Business Owners
My Personal Interests
- Spending Time with Family
- Active Lifestyle
- Sports Enthusiast
- History and Museums
Office Address2319 Line Ave
Shreveport, LA 71104
Phone NumberFernando Rugerio at (318) 425-9046
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