portrait of Todd S Newberg
FINANCIAL ADVISOR

Todd S Newberg

CFP®, AAMS™
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Charitable Giving

Certifications

  • CFP®

    Certified Financial Planner™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Traveling
  • Pickleball
  • Technology
  • Trivia
  • Swimming

Team Members

  • Bobbie A Vaughn
    Sr. Branch Office Administrator

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Office Information

Hours

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

Additional Hours

  • Web Conferencing

Phone

(337) 233-3435

Fax

(877) 612-1193

Office Address

113 Saint Louis Street
Lafayette, LA 70506opens in a new window

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