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Rufus Cressend, Private Wealth Advisor serving the Metairie, LA area - Ameriprise Advisors

Rufus Cressend

CFP®, BFA, CRPC, APMA, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Waterfront Wealth Management
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Intergenerational Planning
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Small Business
  • Sustainable and Responsible Investing
  • Employee Stock Options
  • Divorce Financial Planning
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Cash Flow Management Strategies
  • Insurance
  • Family Finances
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Saving for Education
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • BFA™ Behavioral Financial Advisor
  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™
  • CEPA® Certified Exit Planning Advisor®

Education

  • University of New Orleans - Bachelor of Science in Finance

Awards & recognition

  • Waterfront Wealth Management, Forbes Best-in-State Wealth Management Teams, 2024
  • Forbes Best-in-State Wealth Advisors, 2021-2023
  • Ameriprise Circle of Success, 2005-2022
  • Ameriprise Client Experience Award, 2020

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

I am an active member of Rummel High School's Alumni Association, and I enjoy fine dining with the New Orleans La Confrerie de la Chaine des Rotisseurs. I am also a Gold Corporate Sponsor of the Louisiana HRC. Our office donates toys to children through the Toys for Tots program every year. We have also participated in St. Baldrick's, an event that raises funds for children's cancer research.

Interests

  • Every chance I get, I love catching Speckled Trout and Redfish on my 250 foot pier on Lake Pontchartrain.
  • I enjoy films and music.
  • I have a passion for interior design and construction. Any excuse I can make to pull out the power tools and make sawdust!
  • As a hobby, I keep saltwater reef aquarium with vibrant colored fish and live corals.