Advisor profile


My approach

Jeanine Cazaubon - My approach photo

What you can expect when you work with us 

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.


Jeanine Cazaubon - My approach photo

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Social Security Retirement Benefits
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Insurance
  • Intergenerational Planning
  • Investment Management
  • Investments
  • Retirement Plan Distribution
  • Retirement Planning Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
37
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®

Education

  • B.S., Economics, Finance - University of New Orleans - New Orleans, LA

Interests

  • Spending time with family and friends
  • Attending my son's activities
  • Participating in Northshore festivals and cultural events
  • Going to the gym for exercise classes
  • Renovating and overseeing my real estate properties
  • Healthy, organic foods and cooking
  • Going to church
  • Gardening
  • Sightseeing in Europe, especially France

Community participation

Previous experience

  • Ameriprise Financial, Financial Advisor, 2006–Present
  • American Express Financial Advisors (now Ameriprise), Financial Advisor, 1987–2005
  • IDS Financial Services (now Ameriprise), Financial Advisor, 1983–1986