Robert J. Reed, CFP
Robert J. Reed has been providing financial and estate planning services to individuals and businesses since 1978. He earned his bachelor’s degree from the University of Alabama in 1971. He has been licensed to use the Certified Financial Planner certification since 1981. Bob is a member of the National Association of Professional Financial Advisors (NAPFA), the fee-only financial planning organization. He was the first NAPFA member in Louisiana and continues to the Fee-Only financial planner certification mark designed to reduce consumer confusion about the identity of true Fee-Only financial planners.

He has been contributed to articles for Money magazine and other financial publications. He was cited as “one of the most qualified financial planners in the United States” in Money magazine in 1987 and 1988, and in Worth magazine’s list of top financial planners in 1997 and 1998. Medical Economics has chosen Reed for their listing of “America's Best Financial Advisors”. He was named one of America's "Top Wealth Managers" by Bloomberg magazine in 2002 and 2003. He is a life member of the National Registry of Who’s Who published in the 2001 edition.

Bob is a member of the Tuscaloosa Rotary Club and is a Past President of the Covington Rotary Club. In addition, he has held Board positions for numerous civic and professional organizations. A native of Montgomery, Alabama, Bob and his wife Camille, have two children, Olivia and Bryson.

Contact Robert J. Reed, CFP

Personal Financial Advisors, LLC
100 Tyler Square #6
P.O. Box 3730
Covington, Louisiana  70433
Phone: (985) 898-0450
Fax: (985) 635-4660


Service Area

Services provided in:
  • Jefferson Parish, Louisiana
  • Livingston Parish, Louisiana
  • Orleans Parish, Louisiana
  • Plaquemines Parish, Louisiana
  • Saint Bernard Parish, Louisiana
  • Saint Charles Parish, Louisiana
  • Saint Helena Parish, Louisiana
  • Saint Tammany Parish, Louisiana
  • St John the Baptist Parish, Louisiana
  • Tangipahoa Parish, Louisiana
  • Washington Parish, Louisiana

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