FiduciaryCFPCPA/PFS

    Stephen Morella

    Financial Advisor

    Apex Capital Management, LLC
    Lafayette, LouisianaNo minimum minimum

    Areas of focus

    Tax PlanningDivorce PlanningBusiness Owners

    Credentials & background

    Designations

    CFPCPA/PFS

    Licenses

    Series 65

    Clients served

    Business OwnersEntrepreneursHigh Net Worth IndividualsMedical Professionals

    Registered in

    Louisiana

    The firm

    Apex Capital Management, LLC2901 Johnston Street, Suite 401, Lafayette, LA 70503