Lonnie J. Broussard CFP®

 

 

Lonnie is a native of Southeast Texas , a Navy Veteran, and has served as an investment advisor since 1986. He is a principal of Financial Designs of Virginia, Inc., and a Registered Representative with United Planners' Financial Services of America.  Lonnie serves individual and small business clients in the areas of Comprehensive Financial Planning, Portfolio Management, Collaborative Divorce, and Divorce Financial Analysis. He holds a Bachelor of Arts (Cum Laude) in Business from Saint Leo College , earned the CERTIFIED FINANCIAL PLANNERTM certification in 2001, and the Certified Divorce Financial AnalystTM designation in 2006.  Lonnie is a founding member and past President of Collaborative Divorce Solutions of Tidewater, a founding member and past President of Virginia Collaborative Professionals, a founding member and Lead Trainer with Collaborative Practice Training Institute, and a member of the International Association of Collaborative Professionals. Lonnie serves on the board of Union Mission Ministries as a Director and past Treasurer. He and his wife Cathy have two adult children and  three grandchildren, and enjoy fellowship as members of New Life Providence Church in Virginia Beach .

 

Back to Advisors

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® , CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

Securities offered through UNITED PLANNERS’ FINANCIAL SERVICES OF AMERICA, A Limited Partnership. Member FINRA, SIPC.  Financial Designs of Virginia and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA are not affiliated.

Copyright © Financial Designs of Virginia, Inc. Registered Investment Advisor - All rights reserved.