Wes Martinez

Wes Martinez

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CA Preeti Kedia
CA Preeti Kedia

As a Schwab Financial Consultant, CFP®, and CWS®, it’s my job to help you create a better financial life. We offer full service wealth management.

I will collaborate with you to help build a plan defined by your goals. I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern appr

Charles Schwab: Developing diverse leaders: Meet Sabrina Halstead 02/02/2023

Change happens when you get involved. Just ask our very own Sabrina H., who joined the Urban Leadership Foundation of Colorado—an org that helps build effective and influential leaders. Change agents like Sabrina are why we celebrate

Charles Schwab: Developing diverse leaders: Meet Sabrina Halstead Hear about Sabrina's experience working with a nonprofit focused on improving the professional and social trajectory of African American leaders.

Giving Guide Public Page 04/18/2022

Whether it’s board service or hands-on activities, volunteerism can be a powerful way to increase your philanthropic impact. Download the Schwab Charitable Giving Guide to learn more. https://schwabcharitable.org/maximize-your-impact/public-guide-page

Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Schwab Charitable 03/28/2022

Do you know which types of nonprofits are eligible for tax deductions? The Schwab Charitable offers answers and can help you maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=tax-deductibility?SM=XOI

Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

Schwab Charitable 03/14/2022

Becoming an effective charitable donor starts with identifying your top values and causes. Download the Schwab Charitable to help maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-focus?SM=XOI

Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

Schwab Charitable 02/23/2022

Charitable giving doesn’t have to be complicated. The Schwab Charitable helps you develop an efficient giving plan to maximize your philanthropic impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=define-terms

Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

Schwab Charitable 02/08/2022

With the Schwab Charitable , you can learn strategies to help identify the nonprofits that most effectively support your highest-priority causes and maximize your charitable impact. https://mkt.schwabcharitable.org/smch_giving_guide.html?type=donor&ch=find-organizations

Schwab Charitable Duis nulla velit, pretium id consectetur vitae, ullamcorper ut lacus. Proin suscipit ut odio eget convallis. Vivamus accumsan tempor nisi non ultrices. Proin maximus suscipit lectus, et interdum dolor. Curabitur ut libero et neque elementum mattis in a risus.Aliquam facilisis mauris id commodo digni...

Giving Guide Public Page 01/14/2022

A well-planned budget can help you achieve your giving goals. Download the Schwab Charitable Giving Guide for budgeting tips that can help maximize your charitable impact. https://schwabcharitable.org/maximize-your-impact/public-guide-page

Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Giving Guide Public Page 12/22/2021

Whether it’s a donor-advised fund, private foundation, LLC, or gift annuity, the right giving vehicle may help you maximize your charitable impact. Download the Schwab Charitable Giving Guide to learn more. https://schwabcharitable.org/maximize-your-impact/public-guide-page

Giving Guide Public Page Maximize your impact with the Giving Guide Watch video The Schwab Charitable Giving Guide is a comprehensive, interactive tool designed to help you and your family create and manage a thoughtful giving plan, no matter where you are in your philanthropic journey. The Schwab Charitable Giving Guide is...

Council Post: The Great Resignation: Stop The Bleeding And Boost Your Retention 12/16/2021

The pandemic gave everyone time to reflect and provided a mental checkpoint for workers. Many organizations are seeing higher attrition rates than ever before. This is the time to develop your people, provide guidance for all levels, and increase retention.https://www.forbes.com/sites/forbescoachescouncil/2021/11/15/the-great-resignation-stop-the-bleeding-and-boost-your-retention/?sh=5832bd85402b

Council Post: The Great Resignation: Stop The Bleeding And Boost Your Retention If you don’t like the attrition rates, maybe it’s time to understand why.

Let’s Make Holiday Gift Giving More Meaningful 12/15/2021

If you're dreading the holiday buying frenzy, here are some ideas on how to give more meaningfully—and more affordably—this season.

Let’s Make Holiday Gift Giving More Meaningful As we enter the holiday gift giving season, let’s think outside the metaphorical—and physical—box.

How to Convince Yourself to Do Hard Things 12/14/2021

We naturally want to do what simply feels right rather than what is hard or requires effort. Learn more about how you can change that so you can live in a growth mindset and do hard things. https://hbr.org/2021/12/how-to-convince-yourself-to-do-hard-things?ab=hero-subleft-1

How to Convince Yourself to Do Hard Things Our brains are wired to conserve energy when we’re tired or stressed.

02/05/2021

Cardiovascular disease is the number 1 killer of women. The New Orleans office of Schwab is wearing red today in help build awareness

06/25/2020

I believe that the military community is uniquely positioned to master financial fundamentals because it embraces the values of discipline and preparation. This resource hub from Schwab can help with the basic training! https://www-pce.schwabmoneywise.com/public/moneywise/my_life/military_community?sm=VYR

www-pce.schwabmoneywise.com

Timeline photos 06/23/2020

Every senior I know would do anything to help family members in need. But sadly scammers are taking advantage of that by posing as family members asking for money. Learn the scams—and let’s all help our seniors improve their . https://www.aboutschwab.com/keeping-your-data-safe-in-times-of-crisis?SM=VYR

Fast answers to your most common questions 06/22/2020

With ongoing market conditions due to the pandemic and other current events, we're getting more questions from clients and that leads to longer wait times. To help you skip the line, check out our answers to clients' frequently asked questions.

Fast answers to your most common questions Have a question about your account and recent market activity? Get answers to common questions regarding your Schwab account.

Fed Aims to Help Nurse the Economy Back to Health 06/18/2020

After the FOMC meetings, I always make it a point to seek out Liz Ann’s commentary. She shares excellent opinions that add to my understanding.

Fed Aims to Help Nurse the Economy Back to Health The FOMC restated its commitment to use its full range of tools to support the virus-crippled economy and keep markets functioning smoothly.

3 Factors in Determining Your Ideal Retirement Age | The Motley Fool 06/17/2020

Choosing the age at which you retire is one of the more important decisions you'll make, but it can be a difficult question to answer. Learn three factors to help make that decision.

3 Factors in Determining Your Ideal Retirement Age | The Motley Fool This decision will impact your entire retirement, so it's wise to choose carefully.

Timeline photos 06/17/2020

You don’t need a lot to get started investing. In fact, $5 is all you need to own a slice, or fractional share, of some of the leading U.S. companies. How? With Schwab Stock Slices™. http://schwab.com/StockSlices?SM=VYR

How the CARES Act Can Help Small Businesses 04/29/2020

Coronavirus-related stay-at-home orders and falling consumer demand have been extremely challenging for small businesses. Luckily, CARES Act includes two primary provisions to help small businesses:

How the CARES Act Can Help Small Businesses Make sure you’re taking advantage of the assistance that’s available.

Frequently asked questions from Clients 03/24/2020

With ongoing market volatility, we're getting more questions from clients and that leads to longer wait times. To help you skip the line, check out our answers to clients' frequently asked questions.

Frequently asked questions from Clients Have a question about your account and recent market activity? Get answers to common questions regarding your Schwab account.

Who Fueled The Fastest Bear Market Ever? 03/24/2020

Why did this bear market happen in less than a month, when historically they take 8 months? Jeffrey Kleintop can help us understand a little better.

Who Fueled The Fastest Bear Market Ever? We all know what is driving the market selloff, COVID-19, but who is doing the selling?

Q&A on COVID-19: The Economy, Markets and What Investors Should Do 03/03/2020

In times of volatility, I always appreciate a calm tone and a measured thought process. Jeffrey Kleintop gives us both in this Q&A on how coronavirus is affecting the economy.

Q&A on COVID-19: The Economy, Markets and What Investors Should Do We answer key questions about the coronavirus impact on the economy, markets and what investors should do.

Timeline Photos 12/11/2019

I’m looking forward to our 2020 Market Outlook with Randy Frederick, Kathy Jones, Jeffrey Kleintop & Liz Ann Sonders. Tune in 12/18, 3 PM ET. schwab.com/live?SM=vem

11/07/2019

The Charles Schwab office in Metairie, LA is a Toys for Tots drop off location this holiday season. Please drop off your new, un-wrapped, gifts from 11/01 to 12/13.

Charles Schwab & Co., Inc.
11/01/2019 - 12/13/2019
8:30 - 5:00 Monday -Friday
3417 Veterans Memorial Boulevard, Metairie, Louisiana, 70002

https://new-orleans-la.toysfortots.org/local-coordinator-sites/lco-sites/donate-toys.aspx

Object moved

10/30/2019

Excited to be moving tonight to our newly built Schwab office located at 3417 Veterans Memorial Boulevard in Metairie, Louisiana

10/02/2019

In Conjunction With Chuck Schwab’s New Book “Invested,” Schwab Removes the Final Pricing Barrier to Investing Online by Eliminating U.S. Stock, ETF and Options Commissions
https://pressroom.aboutschwab.com/press-release/corporate-and-financial-news/conjunction-chuck-schwabs-new-book-invested-schwab-remove?sm=uro

In Conjunction With Chuck Schwab’s New Book “Invested,” Schwab Removes the Final Pricing Barrier to Investing Online by Eliminating U.S. Stock, ETF and Options Commissions | Charles Schwab Online Newsroom SAN FRANCISCO--(BUSINESS WIRE)--Almost forty five years ago, Chuck Schwab made investing more accessible to all Americans with the concept of low commissions to buy and sell stocks. On October 7, 2019, in conjunction with the release of Mr. Schwab’s latest book, “Invested,” Charles Schwab & Co...

Timeline Photos 09/18/2019

Schwab has a new podcast that sifts through all of the news coming out of Washington and explains what is important for investors. WashingtonWise Investor is hosted by Schwab's Mike Townsend and the first episode is available now: https://www.schwab.com/resource-center/insights/content/washingtonwise-investor-episode-1?SM=uro

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Address


3417 Veterans Memorial Boulevard
Metairie, LA
70002

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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Daniel M Abraham, CFP Daniel M Abraham, CFP
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Winning at Life with Gregory Ricks Winning at Life with Gregory Ricks
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Luminary Wealth Management, LLC. Luminary Wealth Management, LLC.
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Financial Planning, Investments, Retirement, Estate & Legacy, Business Consulting & Coaching

Gregory Ricks & Associates Gregory Ricks & Associates
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To educate clients about finances and help them plan for a comfortable retirement.

TIAA TIAA
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Bryan Palmisano,LUTCF Magnolia Wealth Strategies an office of MassMutual Bryan Palmisano,LUTCF Magnolia Wealth Strategies an office of MassMutual
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