William Nunn, CFP® Horizon Financial Planning
- 3014 Dauphine Street Suite HH, New Orleans, LA 70117
- (504) 321-5521
- will@horizonfinancialplanning.us
- horizonfinancialplanning.us
About William Nunn, CFP®
William Nunn is a CERTIFIED FINANCIAL PLANNER™ professional with over seven years of financial planning experience, helping Advanced Practice Registered Nurses as well as working professionals in the medical, legal and health care industries. A graduate of Loyola University New Orleans with a Bachelors in Business Administration, Will has worked with clients across the country.
Will began his career in 2011 with a boutique wealth management firm in Metairie, La. He then moved to J.P. Morgan Chase in 2014. He has been featured by New Orleans CityBusiness in 2013 as a “One to Watch,” and was given the J.P. Morgan Asset Management Award of Excellence in 2015. Will is also a member of the Financial Planning Association, CFA Society of Louisiana and the Rotary Club of New Orleans.
Ideal Clients
- Gen Y/Millennials
- HENRY
- Medical Professionals
- Student Loan Debt
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
Fee Options:
- Monthly Fee: $100/month
- Quarterly Fee: $300/qtr
- Flat Fee: $500/engagement
