John E. Sirois,
CFP®, MBA, J.D.
Financial Advisor, RJFS
Certified Investment Management Analyst®
John E. Sirois, JD, MBA, CFP®, CIMA®, CIMC®, is a CERTIFIED FINANCIAL PLANNERTM and Certified Investment Management Analyst® at 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 pursue 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 preservation 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 strategies. 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.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA” and “Certified Investment Management Analyst.” Use of CIMA and/or Certified Investment Management Analyst signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.
Investing involves risk and you may incur a profit or loss regardless of strategy selected. Asset allocation and diversification does not ensure a profit or protect against a loss.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
