• Success Story

Lisa Heath

I chose Cambridge as my broker-dealer because having the independence to put clients first, at all times, at all costs, is essential.

Lisa Heath Lisa Heath

I am independent. I am Lisa Heath.

My journey is about serving each client with completely individual attention. I believe in professionalism, objectivity, and an unwavering policy of putting clients first. I am a 2012 Spirit of Cambridge Award winner. Advisors are honored with the Spirit of Cambridge Award for their steadfast dedication to serving their clients with integrity, commitment, flexibility, and kindness. In my free time, I enjoy a variety of hobbies, including cooking, traveling, tennis, pottery, and knitting.

Who we are:

Financial Partners of Louisiana, LLC is located in Lafayette, Louisiana; our city is home to excellent cuisine, entertainment, and lively music venues. Our firm is a full-service financial consulting firm dedicated to helping our clients build wealth and protect their hard-earned assets. We are completely independent, so our loyalty belongs exclusively to our clients – not to a parent company. Our independence enables us to establish working relationships with a number of industry-leading brokerage firms and insurance providers whose products we leverage to create customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ unique needs.

What we do:

We strive to help clients live comfortably through the different stages of their lives. Our advisors act as a sounding board for their personal and financial decisions and evaluate whether those decisions have an impact on their financial future. Our loyalty belongs exclusively to our clients. We happily coordinate with each client’s existing professionals, including accountants, attorneys, insurance agents, and others to make their life as simple and hassle-free as possible.

Why we do it:

We reap a great deal of satisfaction from working in a setting where our objective is to always do what is in the best interest of the client.

Check the background of Cambridge and investment professional(s) on FINRA’s BrokerCheck.

Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.

Lisa Heath, CFP®, Partner – Financial Partners of Louisiana, LLC. Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Partners of Louisiana and Cambridge are not affiliated.

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