William Nunn, CFP® Horizon Financial Planning
- 1615 Poydras Street Suite 900, New Orleans, LA 70112
- (504) 321-5521
- jvyy@ubevmbasvanapvnycynaavat.hf
- https://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
- Coronavirus Relief
- Gen Y/Millennials
- HENRY (High Earners, Not Rich Yet)
- Medical Professionals
- Student Loan Debt
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Flat Fee
- Hourly
- Assets Under Management
Fee Options:
- Monthly Fee: $100+/mo
- Quarterly Fee: $300+/qtr
- Flat Fee: $1,500+/engagement
- Hourly Fee: $200+/hr
- AUM: 0.50%
