Ricardo D. Thomas, ChFEBC®, RFC®

Ricardo D. Thomas, ChFEBC®, RFC®

President
Financial Advisor

Ricardo D. Thomas is a graduate of Loyola University where he earned a Bachelors of Business Administration degree in Finance. He is a Registered Financial Consultant and Chartered Federal Employee Benefit Consultant.

He has been a practicing financial consultant for over 33 years. He is a former instructor at Delgado Community College where he taught for 10 years several financial-related courses he developed. He also taught at the University of New Orleans as a part of their Project Pass program. His work in the area of personal finance has been featured in the Times-Picayune, New Orleans CityBusiness, New Orleans Tribune, Barnes & Noble bookstore as well as other publications across the country.

Mr. Thomas is also a member of several professional organizations including the International Association of Registered Financial Consultants. Active in the community, he is a board member for Goodwill Industries of Southeastern Louisiana and the Urban League of Louisiana.

Over the years, he has made numerous presentations on radio, television, and newspaper pertaining to a variety of fnancial topics. He is also the recipient of  the Five Star Wealth Manager award for 2013-2015. This award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2013, 2014 Five Star Wealth Managers

Phone 504-456-6464
Fax 504-455-1680