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Paul H

Series 65, Series 63

New Orleans, LA

Cetera

Paul Hanley is a financial advisor with Cetera in New Orleans, LA, holding Series 63 and Series 65 licenses and two years of industry experience. Before joining Cetera in 2025, he worked at Charles Schwab & Co., Inc. from 2024 to 2024. In addition to his advisory work, Hanley operates Animal House Spa, a dog boarding, grooming, and daycare business. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager investment platform with a wide range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Shawn D

Series 63, Series 65

Covington, LA

Cetera

Shawn Duca is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and its affiliated entities since 2022, as well as Hancock Bank and Hancock Investment Services from 2012. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options and affiliations.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Beau F

Series 63, Series 65

Covington, LA

Cetera

Beau Fontenot is a financial advisor at Cetera with 20 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Hancock Whitney Bank since 2005. He is a silent partner for Evangeline Properties of Villeplatte and Gate of Heaven Cemetery. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a variety of portfolio management and consulting services across multiple program structures and manages over $256 billion in assets.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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