Luidgi A. Faubert, CFP®, CIMA®, ChFC®, MBA
Oviedo, Florida, United States
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Luidgi A. Faubert, CFP(r), CIMA(r), ChFC(r), MBA is a highly experienced financial advisor with 24.3 years of work experience. Based in Orlando, Florida, Luidgi specializes in helping individuals achieve their wealth and grow their financial confidence. They offer a Confident Retirement approach, utilizing their exclusive Confident Retirement approach to discuss financial goals. Luidgi's expertise includes cash flow management strategies, retirement planning strategies, family finances, divorce financial planning, and savings for education. They also provide valuable social media tools for individuals to interact on social media.
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Emails and Phone Numbers

@ameriprise.com
@ameriprise.com
@ampf.com
@ampf.com
+1 973402****
+1 973625****
+1 888262****
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About

My ApproachHow will you be brilliant? I can help.I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant. Areas of Focus• Cash Flow Management Strategies• Retirement Planning Strategies• Family Finances• Divorce Financial Planning• Saving for EducationPlease visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

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Work Experience

707 2nd Ave S, Minneapolis, MN, 55402, US

Financial Services

17501
Phone
+1 8008627919
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Luidgi A. Faubert, CFP®, CIMA®, ChFC®, MBA's Professional Milestones

  • Financial Advisor (2002-11-01~): Provided expert financial guidance, optimizing client's budget, and mitigating financial risks.
  • Territory Manager (1999-06-01~2001-11-01): Achieved record-breaking sales growth and expanded market share through strategic sales planning and client engagement.
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Education

Crummer Graduate School of Business at Rollins College
Crummer Graduate School of Business at Rollins College

General Management

1997-1999
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