Ray JamesJames Ray, CRPS

James is a Financial Planner with Ameriprise Financial.  Based on the Waterfront Wealth Management team in New Orleans. James acts as the team’s lead investment analyst and focuses on custom investment solutions for clients and their families.  Having also attained a CRPS designation, his additional focus revolves around establishing and maintaining business based retirement plans and their accompanying tax benefits for dozens of firms in Louisiana and across the country.

 

Cressend Rufus

Rufus Cressend, CFP, CEPA, CRPC, APMA, BFA

Rufus is a Private Wealth Advisor and Certified Financial Planner (CFP) with Ameriprise Financial.  Leading the Waterfront Wealth Management team in New Orleans, Rufus brings more than 24 years’ experience in helping his clients reach financial independence.  Specializing in working with business owners and executives, Rufus’ focus revolves around in-depth personal financial planning, business sale and continuation planning, and proper wealth diversification and investment.

THURSDAY, MAY 6:  "Getting the Most from Your Business Retirement Plan: From S.I.M.P.L.E. to Sophisticated"

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