Scott Bordelon is a CERTIFIED FINANCIAL PLANNER™ practitioner, an Accredited Asset Management Specialist and the President of BEAM Wealth Advisors, Inc. He is registered through BEAM Asset Management, LCC, which he serves as President and CEO, as an investment advisor representative with the U.S. Securities and Exchange Commission. Scott has over 40 years of experience in the financial services industry. Scott has been named one of the "100 Great Financial Planners" in the U.S. by Mutual Funds Magazine in the October, 2001 issue.
Scott specializes in the areas of asset management, financial planning, retirement planning, estate planning and executive benefit planning as part of his financial planning practice.
Scott has published a weekly financial column in the St. Tammany News Banner for over four years. He is listed in Who’s Who in Finance and in the Radio Talk Show Guest Directory – Directory of Experts, Authorities and Spokespersons. He has taught Personal Financial Planning at Delgado Community College in New Orleans, Louisiana.
He is Past-President of the Gulf Coast Society of the Institute of Certified Financial Planners and is also Past-President of the Greater New Orleans Chapter of the International Association of Financial Planners.
72096 Ramos Avenue, Suite D
Covington, LA 70433