• John Sirois, CFP®, MBA, J.D.

    Financial Advisor

    Certified Investment Management Analyst

John E. Sirois, JD, MBA, CFP®, CIMA®, CIMC, is a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst® with Raymond James Financial Services, Inc., Member FINRA/SIPC. John specializes in retirement planning, estate planning and investment management for retirees and pre-retirees. John is an independent financial planner providing unbiased, personalized advice. Every client receives John’s full commitment to developing and implementing customized strategies to reach their planning goals. For over 20 years John has helped Louisiana residents plan their estates and their retirement dreams.

His investment philosophy is based upon tactical asset allocation and risk management guided by the client’s goals and risk tolerance. John believes that principal protection and avoiding large losses are critical to building and maintaining wealth. John uses a disciplined, logical investment strategy with managing risk as a top priority.

John is also an estate and elder law attorney practicing exclusively in the areas of estate planning, successions, long-term care planning, special needs planning and probate avoidance planning. Through his understanding of the complex tax laws involving retirement planning and estate planning as well as his knowledge of investments, wealth preservation, and Louisiana law, John has the knowledge, experience and credentials to understand your entire financial planning “big picture”.  His office is a one-stop-shop for the investment, retirement and estate planning needs of Louisiana retirees and pre-retirees.

He is a frequent lecturer on estate planning, elder law, Medicaid and long-term care planning, special needs planning, retirement distribution planning, and managing retirement investment portfolios. He has taught numerous continuing education courses for attorneys, financial planners, CPAs, social workers, and insurance agents. John has been an instructor for Tulane Law School Continuing Education, Loyola Law School Continuing Education, National Business Institute and Lorman.

John’s comprehensive book Louisiana Retirement and Estate Planning: The essential financial planning book for retirees, pre-retirees and seniors offers answers to the complex retirement and estate planning issues unique to Louisiana residents. Also, the book provides useful information to help individuals avoid the traps and pitfalls of estate, retirement, and long-term care planning.

Education

Tulane University:  Juris Doctor

Nicholls State University:  Masters of Business Administration

Nicholls State University: Bachelors of Science-Business

College for Financial Planning: Certified Financial Planner Curriculum

Wharton School of Business: Certified Investment Management Analyst

Institute of Certified Investment Management Consultants:  CIMC

 

Securities Licenses: Series 24, Series 7 and Series 63

Raymond James does not provide tax or legal services and is not affiliated with the legal services of John Sirois.  Legal services provided are outside of the scope of any Raymond James client relationship or agreements.  Please discuss these matters with the appropriate professional.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.