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
Jalen P. Randolph, CFP®, MBA
Aug 3, 2022 4:59:57 PM
6
min read
Dialing in Your Savings Rate
How to Leverage Your Savings Rate to Keep Expenses in Check and Reach Your Goals I recently met a good friend from college for ...
Start Reading
Mike Quinlan
Aug 3, 2022 1:46:50 PM
2
min read
TBOTA Recent Events: Race Cars and Success Stories
Over the last several weeks, The TBOTA team hosted two very successful events for clients, prospects, and advisors. The events ...
Start Reading
Brett Covert J.D., CFP®
Jul 22, 2022 9:08:09 AM
5
min read
Planning to Sell Your Practice? Here's How Your Team of Advisors Can Maximize Profit, Minimize Taxes, & and Plan for the Future
When a dentist decides to sell their practice, they often have a team of advisors to help them make important decisions. These ...
Start Reading