Craig A. Kliebert,  CFP<sup>&reg;</sup> - Financial Advisor

Craig A. Kliebert, CFP®

Vice President

Carson Wealth - The Shobe Financial Group

8280 Ymca Plaza Dr, Bldg 4
Baton Rouge, LA 70810
FINANCIAL ADVISOR'S WEBSITE
(225) 763-7010

General

Craig Kliebert is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Carson Wealth - The Shobe Financial Group in Baton Rouge, LA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Annuities, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Insurance, Life Planning, Long-term Care, Women's Finances

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Helpful Financial Planning Resources