H. Jude Boudreaux, CFP®, GFP Fellow

Jude Boudreaux is a Partner/Sr. Financial Planner with The Planning Center. He focuses on providing comprehensive financial planning to business owners and physicians in the Greater New Orleans and Chicagoland area. He helps clients address their five biggest concerns: preserving their assets, mitigating taxes, taking care of their heirs, positioning assets to protect them from creditors, and charitable giving. Prior to merging with The Planning Center in 2017, Jude founded Upperline Financial Planning in 2010. He uses a consultative process to gain a clear understanding of a client’s deepest values and goals. He then employs customized recommendations designed to address each client’s unique needs and goals beyond simply investments. Successful individuals and families work with Jude to: - Develop and implement a comprehensive financial management plan to help them make concrete progress towards their financial dreams - Make smarter decisions in today’s uncertain political, economic, social, and legal environment - Obtain an independent second opinion from a top financial advisor in their community Previously, Jude spent 5 years as the Director of Financial Planning for a local Wealth Management firm, and 5 years in various roles with a major insurance company. That, along with his experience at a leading mutual fund family provides a unique and diverse background for his work with clients. He has been recognized annually as a Top Financial Advisor for Doctors by Medical Economics since 2011, and by New Orleans CityBusiness as one of their MoneyMakers Hall of Fame members, having been awarded the recognition for 3 years. Jude is a widely recognized leader in the Financial Planning community, serving as a source for national media such as the New York Times, Wall Street Journal, Financial Planning Magazine, Financial Advisor Magazine, InvestmentNews and Family Wealth Report as well as online at Yahoo Finance, MSNMoney.com, and CBSMarketWatch.