Carl W. Benedict,  CFP<sup>&reg;</sup> - Financial Advisor

Carl W. Benedict, CFP®

MBA,

Benedict Wealth Management, LLC

17461 Jefferson Hwy, Suite B
Baton Rouge, LA 70817-7320
(225) 766-9506

General

Carl Benedict is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Benedict Wealth Management, LLC in Baton Rouge, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Business Taxes, Investment Management, Estate Planning, Employee Benefits, Mutual Funds, Real Estate, Job Loss, Insurance, Retirement, Long-term Care, Succession Planning, Sudden Wealth, Personal Taxes

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