CORONAVIRUS UPDATE

Craig C. Babineaux

Craig C. Babineaux

As a CPA practicing taxation and business consulting for over 30 years, Craig has a unique perspective on the demands of financially successful businesses and a particular interest in business and financial planning. Craig understands a holistic approach to providing service to business and personal clients is the only way to assure client goals are ultimately attained and financial independence is achieved.

A graduate of the University of Southwestern Louisiana (now University of Louisiana at Lafayette) with a Bachelor of Science degree in Business Administration, He has earned the Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants. Craig has been able to further serve his clients' financial planning and investing needs. Craig is also a member of the American Institute of Certified Public Accountants and the Society of Louisiana Certified Public Accountants, as well as the Financial Planning Association. Craig assists clients with their financial planning needs as a CERTIFIED FINANCIAL PLANNER™ professional. He has passed the FINRA Series 7 and Series 66 exams and is a registered representative of Avantax Investment ServicesSM.

Craig knows that many of Louisiana's best businesses trust him to advise them on current issues as well as plan for a successful future. He derives a great deal of professional satisfaction from knowing that he has played an integral role in helping people create a financially secure future.

Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Avantax affiliated advisors may only conduct business with resident of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management℠ does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business. This information is not intended as specific tax or legal advice. Please consult our firm and your legal professional for specific information regarding your individual situation.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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