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4611 Bluebonnet Blvd
Suite A
Baton Rouge, LA 70809
(225) 757-1177
 

David Heltz, MBA, ChFC® | Partner, Financial Consultant

David Heltz, MBA, ChFC® | Partner, Financial Consultant

David joined the firm in June of 2009.  For nearly 18 years, David has helped design, implement and monitor financial plans for his clients, covering wealth and risk management, estate and retirement planning. His advice is client-centered and proactive. He works closely with clients’ other family advisors, including attorneys and accountants, to focus on the clients’ total wealth management needs. He received a Bachelor of Science in Finance from Nicholls State University and an MBA from Louisiana State University, and has also earned the designation of ChFC®. Prior to joining the firm, he was a self-employed financial consultant as well as a commercial banker for 12 years. Currently, he resides in Baton Rouge with his wife, Sabrina, and two children. He is active in his church as a member of the finance committee and lector, and a member of the board of the Nicholls State University Alumni Federation.