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MEET THE ADVISORS

Beatrice Waesche, CFP®
Financial Advisor

Beatrice Waesche, CFP® completed her undergraduate education at Louisiana State University in 2015 with a concentration in financial planning through the Certified Financial Planner™ program at LSU. While there, she was selected by the faculty and inducted into the Finance Academy reserved for LSU's elite financial (finance) students. After college, Beatrice interned for Charles Schwab Advisor Services in Orlando, Florida where she was introduced to the industry and to financial planners around the country. From there she worked in Houston, Texas at a wealth management firm where her focus was working with widowed clients, young professionals, and complex estate planning strategies. She moved back to Louisiana in August 2017 to work for Resource Management, LLC- a Fee-Only, award winning, wealth advisory firm specializing in financial planning and asset management for family businesses and individuals worldwide. In 2018, she earned certifications in both Family Business Advising and Family Wealth Advising through the Family Firm Institute. She plans to continue her education by pursuing a master's degree in advanced financial planning.

 

Beatrice is passionate about financial planning and enjoys working with clients of all ages. You can hear her occasionally on NPR (WWNO, New Orleans Public Radio,) giving the market report. She serves as the Treasurer for the Financial Planning Association of Greater New Orleans. When she isn't seeing clients, Beatrice fills her time volunteering and is actively involved in Northshore-Mandeville Kiwanis Club, Young Leadership Council of New Orleans and plays USTA tennis.