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MARCEL J. HEBERT, Principal
Personal / Education
- Born 1957 New Iberia, LA
- Colleges:
Louisiana State University at Baton Rouge, University of Louisiana at Lafayette
- B.S. Finance 1979
- MBA Finance 1985
 
Professional- Fee-only financial and investment advisor since 1983
- Certified Financial Planner licensee (CFP)™
- Chartered Financial Analyst charterholder (CFA)
Associations / Memberships
- Financial Planning Association
- Financial Planning Association of Houston
- CFA Institute
- CFA Society of Houston
 
JOSHUA J. HEBERT, Principal
Personal / Education
- Born 1982 New Iberia, LA
- College:
Louisiana State University at Baton Rouge - B.S. Accounting 2004
University of Houston - MBA Finance 2009
Professional- Fee-only financial and investment advisor since 2007
- Certified Financial Planner licensee (CFP)™
- Certified Internal Auditor (CIA)
 
Associations / Memberships
- Financial Planning Association
- Financial Planning Association of Houston
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