In 1998, Jason Bezou went to work for Hibernia Bank—after a series of twists and turns, thanks to earned trust and a track record of client care, he went from Junior Financial Advisor to a top advisor and Bank President at Capital One before arriving where he is today. Bezou then hired the best and the brightest from Capital One Investing along with external talent to create every client’s dream team. As a CFP® and Founder of Bezou Financial Planning Group, Bezou owns about one third of what was Capital One Investing Louisiana through broker/dealer Woodbury Financial Services, Inc. This means that Bezou’s clients get the benefits of big-firm resources with the personal touch of a reliable local team.
“Bezou Financial provides financial planning beyond a portfolio,” says Bezou. “We work to understand people’s needs, wants, and long-term goals. We can’t predict; so we plan.”
When the pandemic hit the U.S. and the markets dropped, Bezou Financial reminded its clients that it had planned and that they shouldn’t make fear-based decisions but rather make adjustments based on the original plan. The company also ramped up technology.
Bezou Financial matches appropriate, available tools to each unique client, helping families, individuals, businesses, and organizations make smart decisions with money.
“New clients are often impressed by our team’s unique ability to explore their financial lives in ways they have not previously considered,” says Bezou.
This level of meticulous client care has propelled Bezou Financial to six branches and future expansion beyond the 32 states it currently serves. Bezou is writing a book to help people make sense of financial planning and is also working to provide a platform for other advisors to better care for their clients.
“This community made the growth of Bezou Financial possible, and we’ll make Louisiana proud,” says Bezou.
Securities and investment advisory services offered through Woodbury Financial Services, Inc., (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
422 Harrison Avenue • New Orleans
504-598-5388 • bezoufinancial.com
