Education: Bachelor’s of Economics & Finance
Certifications: Accredited Asset Management Specialist
Burt Cestia, AAMS
Founder & Financial Advisor
Burt Cestia is founder and financial advisor at Cestia Wealth Management, a financial services firm based in New Iberia, LA. Burt and his team help people pursue life goals through tailored financial solutions.
Burt’s passion is helping people pursue—and succeed at—their dreams. He thrives in his role, which allows him to coach people throughout life, and strives to have the personal relationship with people that they desire (and which is becoming a lost art today due to technology). His process is simple, identifying what’s most important to clients, learning where they are today, and charting the best path to get them where they want to go. He loves getting to know people and is most satisfied when helping others meet goals they didn’t know were possible. Each situation is unique, each personality is different, but it’s always interesting and dynamic.
Prior to founding Cestia Wealth Management in 2018, he worked at Edward Jones for 18 years. In his free time, he loves to be with his family, most especially enjoying time outdoors boating and hunting. They love to travel and explore the world together.
At Cestia, we’re committed to walking clients through each step of their financial journey to build relationships and wealth that last for generations.
Get started on the path to flourishing finances.
Take the first step toward your financial goals by scheduling your introductory call today.
