Herman Freitag III, CFP®
Wealth Advisor
Herman is a Wealth Advisor with CI Brightworth. He graduated with a degree in Marketing and a Master's in Business Administration from the University of New Orleans. Prior to joining CI Brightworth, he was with a national investment firm serving high-net-worth clients for four years. Previously he had worked for the private banking and retail arms of a national bank for four years. He earned his CERTIFIED FINANCIAL PLANNERTM certification in 2017. Herman is a native of New Orleans and outside of work he enjoys hiking, fishing, cooking, the outdoors, and traveling.
OUR RECENT BLOG POSTS
Herman Freitag, CFP®
Nov 7, 2022 2:17:58 PM
5
min read
Three Considerations For Your Cash Balance Plan With Stocks Down For The Year
Investors are experiencing the worst and most prolonged market downturn since the global financial crisis of 2008 according to ...
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Andrew Kobylski
Nov 7, 2022 1:06:12 PM
4
min read
Common Mistakes Surrounding Qualified Charitable Distributions
In our experience, Qualified Charitable Distributions (QCDs), which have been around since the mid-2000s as a provision under ...
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Women In Dental
Nov 7, 2022 11:39:48 AM
2
min read
Women In Dental: The Power of Impact and Financial Planning
First-year dental students experienced their highest rate of women representation last year. 56% of the students who walked on ...
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