portrait of Daniel Lumetta
FINANCIAL ADVISOR

Daniel Lumetta

CFP®, ChFC®, CEPA®, CLU®
4141 Veterans Memorial Blvd, Suite 200, Metairie, LA 70002opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • CEPA®

    Certified Exit Planning Advisor®

  • CLU®

    Chartered Life Underwriter®

Send Me a Message

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Office Information

Phone

(504) 885-4399

Fax

(866) 537-6972

Office Address

4141 Veterans Memorial Blvd
Suite 200
Metairie, LA 70002opens in a new window

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