KBA Wealth Management Group

Thoughtout my life, helping others has been an integral part of who I am.I chose a career in financial services because I believe I can make a difference in the lives of families and individuals. I'm a graduate of St Martinville Sr High class of 2008 with broad business, commercial and technical experience across various industries.I am the father to three dynamic and inquisitive children and expecting a baby girl shortly.We as a family have a keen interest for youth mentorship and leadership development both in the class room and on the field of play.As a self starter with additional personal experince as a life insurance and debt solution agent, small business owner and business strategist.
My personal passion is identifying the critical steps which presents the most immediate results to achieving long term goals, for all of our clients. As a financial planner I feel it's my duty to always be working for my clients.

As stated by Roman philosopher Seneca " Luck is what happens when preparation meets opportunity"

KBA Wealth Management Group was founded based on the knowledge that life is ever changing and preparation for all of life's events should be planned.

Your relationship with us goes beyond managing investments.

kristopheraubrey
@kbawealth.com

kbawealthmgmt.com
337.291.0134 office
337.291.0137 fax

Today is the best day to start thinking of tomorrow!

I understand what makes me different!
My mission is to empower people by providing applicable knowledge,tools and resources in hope to reach a solution to one's financial journey in life!

I love my work because it matters. I want to do work that’s meaningful and I know that financial planning matters in my clients’ lives. It gives them the freedom, security, and confidence to do what they truly want in life without the constant stress and fear about their finances.

KBA Wealth Management Group
"Where We Invoke Confidence And Trust"

KBA Wealth Management Group

* Free Consultation
* Financial Planning
* Estate Planning Retirement
* Business Planning
* Exit Strategy
* Tax Consideration
* Life/Accident/Health Insurance
* Long Term Care /Annuities
* Wealth planning for couples: How to wisely merge your financial plans

You should meet with your advisor at least once a year to reassess basics like budget, taxes and investment performance. This is the time to discuss whether you feel you are on the right track, and if there is something you could be doing better to increase your net worth in the coming 12 months.

The financial planning process involves more than just creating a single major financial plan. It often includes several plans like budgeting, investing, retirement planning, tax planning, etc., and is a continuous process that requires regular reviews and adjustments.

Knowing the Importance of Financial Planning

What Is a Financial Planner?

Financial planners work with individuals, families, and corporations to help them effectively manage their current money needs and long-term financial goals.
"In our case, we are dedicated to providing exceptional service by consistently exceeding our clients' expectations, going the extra mile to ensure their complete satisfaction."

Investment advisory services offered through CS Planning Corp, an SEC registered investment advisor.

Advisory services are only offered to clients or prospective clients where CS Planning Corp, doing business as KBA Wealth Management and its representatives are properly licensed or exempt from licensure.

This website is solely for informational purposes. Past Performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered unless a client service agreement is in place.

The content of this website is developed from resources believed to provide accurate information. Information included within this website is intended as tax or legal advice. Please consult your legal or tax professionals for specific information regarding your individual situation. Opinions expressed and material provided are for general information and should not be considered individualized advice or a solicitation for the purchase or sale of any security.