Celeste Friend

Celeste Friend

Bellwether Investment Group

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Partner, Certified Financial Planner

Offering advice since: 2001

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Celeste Friend:

Celeste Friend is a Financial Advisor, Certified Financial Planner(TM), and Chartered Advisor for Senior Living in addition to being a licensed Series 7, Series 66, and Series 26 practitioner. Celeste has a B.S. from Tennessee Technological University and an M.S. from the University of Tennessee at Chattanooga. She specializes in asset management, 401k balancing, financial planning, and advice for individuals and small business owners. Her client base represents a wide spectrum of society and she is happy to help those who need her advisement and expertise.

Celeste is also available for financial consultation on an hourly basis for a variety of issues, including ananlysis of your 401(k) plan to optimize and aid in its recovery; examination of your cash flow to formulate a plan to pay down your debt; or devising a plan to help you pay for college, retirement, or any of life's little surprises.

Celeste began her financial advisory career at Morgan Stanley after working in business for many years. She has done extensive financial planning for a variety of clients, and has taught classes on personal finance at Chattanooga State Technical Community College and for a variety of professional and civic groups. She is also a frequent speaker for groups on a variety of financial subjects.

Celeste is extremely involved in the community. She is the current past president of NAWBO (National Association of Women Business Owners), the Optimist Club, and the Chattanooga Ski Club and has served in many other positions on their Boards. She is active in the Chattanooga Chamber of Commerce and serves on the Board of Directors for both the Ambassador Program and the Nautilus Committee which honors those promoting the growth of women in business. Working with the Chamber and NAWBO, she instituted the Stargazer Award which is an annual scholarship for an older, non-traditional female student in a degree program.

Celeste serves on the Planned Giving Board of Hospice of Chattanooga and was instrumental in establishing Hospice's signature Holiday Hearts event to raise friends, funds, and awareness for Hospice in the community. She also participates in the Hamilton Place Rotary Club, Estate Planning Council, and Chattanooga Senior Care Network. She has served on the Board of Junior Achievement and has been a wish grantor through the heart-warming Make-A-Wish Program.

Celeste resides in East Brainerd with her family.

Compensation and Fee Structures:

I am a fee-based Certified Financial Planner. The most important thing to know about that is: I represent YOUR interests over that of a financial institution. And since I don't work on commission, you can always rest assured that my recommendations will be based on your particular needs and circumstances.

Annual Fees are payable on a quarterly basis based upon the amount of your investment account at the beginning of the quarter.

Licenses, Certifications & Affiliations:

* Certified Financial Planner Chartered Advisor For Senior Living Member
* Estate Planning Council
* National Association of Women Business Owners Past President
* Optimist Club of Chattanooga Past President
* Chattanooga Ski Club Board Member
* Chattanooga Chamber of Commerce Ambassadors
* Hamilton Place Rotary Club
* Hospice of Chattanooga
* Friends of East Brainerd

Education:

Masters of Science, University of Tennessee, Chattanooga (MSEM)
Bachelors of Science, Tennessee Technological University (BSIE)

Will provide references upon request?

Yes


Further information about Bellwether Investment Group:

Bellwether Investment Group

(Size of firm: 0-9 advisors)

Bellwether Investment Group is a Registered Investment Advisor in the state of Tennessee.

Bellwether's Mission Statement:
As independent professional advisors, we can offer you a personalized financial strategy, not a generic investment program. Your individual portfolio will be based on your unique situation, your attitudes and preferences, your dreams and goals. It will be designed to account for change, both in the market and in your circumstances, so that it can work with you and for you at every stage of your life.

Our approach to financial planning is straightforward: we focus on becoming your partner in building the future you desire. As we work together, our advisors will thoroughly explain the investment strategies recommended, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make will be focused on achieving the results you want. Our mission is to help our clients achieve financial independence through professional advice, individualized planning, sound risk management, quality investment products and personal, efficient service.


Contact Information for Celeste Friend

Phone: (423) 877-6708 X5
Please support us by letting this adviser know you found them through Boomerater

Fax: (423) 877-3881

Address for Celeste Friend:
6778 Executive Oak Lane
Chattanooga, TN, 37421

Request a COMPLIMENTARY consultation from this adviser!
Fill out the form at the top of the page


This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. Boomerater.com is in no way affiliated with or recommending any of the advisors listed in our database, and Boomerater.com is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Celeste Friend contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size