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Jeffrey G

CFP®, Series 63

New Orleans, LA

Raymond James Financial

Jeffrey Goldfarb is a CFP® with 38 years of industry experience currently affiliated with Raymond James Financial in New Orleans, LA. He has managed his own practice, Goldfarb Financial, since 2010 and has worked with Raymond James Financial Services since 2009. From 2018 to 2024, he was involved with Follow the Hummingbird consulting PBC. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals, and it maintains unique capabilities in municipal and public-finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Ari G

Series 66

New Orleans, LA

Raymond James Financial

Ari Goldfarb is a financial advisor with Raymond James Financial in New Orleans, LA, holding a Series 66 designation and five years of industry experience. He is also a partner at Follow the Hummingbird, a consulting firm focused on socially responsible and environmentally conscious start-up and growth companies. In addition to his advisory work, Goldfarb writes fiction under the pen name RK Gold. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a wide range of clients, employing tailored, non-discretionary strategies supported by advanced analytical tools and a large advisor network.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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