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Kirk B
CFP®, Series 63, Series 65
New Orleans, LA
Creole Wealth Solutions, LLC
Kirk Blaise is a CFP® professional with 29 years of industry experience, currently serving as the sole advisor at Creole Wealth Solutions, LLC in New Orleans, LA. His career includes roles at LPL Financial and leadership of his own firms, Blaise & Associates, LLC and Creole Health Solutions LLC. In addition to his advisory work, he maintains an insurance agency that operates as part of his broader business activities. Creole Wealth Solutions is an independent registered investment adviser managing approximately $22.5 million for about 25 clients, including individuals, high-net-worth clients, and retirement plan sponsors. The firm provides discretionary asset management, comprehensive financial planning, and ERISA retirement plan services, offering tailored investment programs based on client goals and risk tolerance.
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