Biography

Clancy Stumpf | CFP®

Clancy Stumpf is a CERTIFIED FINANCIAL PLANNER™ in New Orleans, LA and has been advising individuals, business owners, and executives since 1995.  A native of New Orleans, Clancy attended Metairie Park Country Day School through 12th grade and then on to Syracuse University in New York where he earned a Bachelor of Science in finance. The corner stone of Clancy’s practice is very simple – always put the client’s interest first.  By adhering to these fundamentals, Clancy has built a successful practice that continues to grow.  Clancy lives in Uptown New Orleans and enjoys hunting, fishing, golf, and rooting for the New Orleans Saints.

Experience

  • 2009 - Present: Clancy Stumpf & Company - Wealth Management Advisor
  • 2006 - 2009: Smith Barney - Financial Advisor, Financial Planning Specialist
  • 1995 - 2005: Legg Mason - Wealth Advisory Specialist, Retirement Plan Consultant
  • 2000-2001: Legg Mason - Branch Manager, Professional Development Center
  • 1995: H&R Block - Municipal Securities Representative

Education
• CERTIFIED FINANCIAL PLANNER™ designation
• Financial Planning Specialist designation
• Retirement Plan Consultant designation
• Life & Health Insurance license
• Variable Annuity license
• General Securities Representative (series 7)*
• Municipal Securities Representative (series 52)*
• General Securities Sales Supervisor (series 9, 10)*
• Uniform Securities Agent State Law (series 63)*
• Uniform Investment Adviser Law (series 65)*
• BS - Finance: Syracuse University, Syracuse, New York
• Metairie Park Country Day School, Metairie, LA


* Securities registrations held through LPL Financial