Jude Boudreaux

CFP®

The Planning Center

Sr. Financial Planner

Jude Boudreaux

CFP®

The Planning Center

Sr. Financial Planner

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jude Boudreaux, CFP®

Fee Only Financial Planner Located in New Orleans, LA and Serving Clients Nationwide

Jude Boudreaux is a New Orleans, LA fee-only financial planner. The Planning Center provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jude Boudreaux is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

H. Jude Boudreaux, CFP® is a fee-only financial planner at The Planning Center located in New Orleans, LA.


I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that my friend Eric Kies and his firm The Planning Center were pioneering. Our firms merged in September 2017, and this new alignment is a natural progression that brings so much life and energy to my goal of helping as many people as we can for as long as we can. I am fortunate to work in a vocation where I get to meet and know so many wonderful people, and help them make choices that are so impactful in their lives. I have often said that my personal mission is to help others live their lives on purpose, and that carries over wonderfully to the work that we do. 

The biggest way my family and I “play” together is through travel. We love to drive the back roads of America, so much so that our four-year-old son has been in 45 states. Our daughter was diagnosed with Leukemia just before her second birthday, so that experience along with going through her two years of treatments helps us sweat the small stuff a bit less each day. It focuses us on taking advantage of opportunities to spend time together whenever they present themselves to explore our world.

I am a big fan of and believer in the City of New Orleans, and in the history of my ancestors who emigrated here from Nova Scotia hundreds of years ago. My great-great-great grandfather was the first mayor of the small town I grew up in, and our ties to the lifestyles and traditions here in south Louisiana run deep. I grew up playing tennis in the heat and humidity, and it remains one of my favorite activities, both playing and watching.

Credentials

Affiliations: Fee-Only Planning

Areas of Expertise: Financial Life Planning, Physicians/Medical Professions

Education: BBA degree in Finance from Loyola University, New Orleans, Seth Godin’s altMBA program

Memberships: National Association of Personal Financial Advisors (NAPFA)Financial Planning Association (FPA).

  • Member of the CNBC Financial Advisor council, a group of 20 selected advisors to provide content for CNBC on personal financial planning.
  • Served in executive leadership for NexGen, the FPA’s community for financial planners under the age of 36 years old, as President (2009) and Chair (2010).
  • Advocated in Washington D.C. personally on behalf of the FPA to ensure that clients can expect a Fiduciary Standard of Care when working with a financial planner, financial advisor, or any financial professional where advice is given.
  • Quoted in numerous consumer and trade publications over his 17-year career, including the New York Times, Wall Street Journal, Journal of Financial Planning, Money Magazine, and The Times-Picayune, to name a few.
  • Named to the Investment News “40 Under 40” class of 2015.
  • Past President of the Loyola University New Orleans College of Business Alumni Board, and long-time member of the Loyola University Alumni Board.
  • Member of the Young Leadership Council Board of Directors for four years, and chair of the Endowment Committee for five years.

Jude Boudreaux is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

The TPC Process

We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.

What To Expect

Our financial planning process begins with you. We'll organize your current financial situation and set expectations and goals unique to your perspectives and wishes. With this shared understanding, we can discuss strategies and tactics to achieve your goals together.

Build Confidence In Your Financial Future

We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories detailed on our services page. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

Contact Jude Boudreaux

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Office Locations:

  • 2727 Prytania Street
    Suite 1521B
    New Orleans, LA 70130

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