E. Dufrene Email & Phone Number
Investment Adviser Representative (IAR) @ Foundations Investment Advisors
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E. Dufrene Location
- Houston, TX, US
E. Dufrene Work
- Investment Adviser Representative (IAR) @ (June 2025 - Present)
- Principal Owner @ North American Financial Services, Inc. (July 1991 - Present)
- Senior Advisor @ (December 2016 - Present)
- Instructor @ Adult Financial Education Services (AFES) (May 2015 - Present)
- Elite Advisor @ (February 2014 - Present)
- Authorized Agent @ Texas Property TaxBack™ (June 2013 - Present)
- Licensed Financial Specialist @ (September 2004 - October 2020)
E. Dufrene Education
- University of New Orleans
Master of Business Administration (MBA) (Finance and Financial Management Services)
1994-1997 - Harvard University
Senior Executive Fellows Program
- Business Training Institute
Certified Business Consultant (Business Consulting)
2019
E. Dufrene Skills
- 401k
- 401k Rollovers
- Annual Giving
- Asset Protection
- Budget Management
- Business Consulting
- Business Planning
- Charitable Gift Annuities
- Charitable Remainder Trusts
- College Savings Plans
- Disability Insurance
- Equity Indexed Annuities
- Finance
- Financial Services
- Fixed Annuities
- Guaranteed Lifetime Income
- Hard Money Lending
- Health Insurance
- IRAs
- Insurance
- Investment Advisory
- Investment Advisory Services
- Investment Strategies
- Investments
- Leadership
- Life Insurance
- Managed Money
- Management
- Marketing
- Money Management
- Non-Qualified Deferred Compensation
- Personal Financial Planning
- Philanthropy
- Planned Giving
- Portfolio Management
- Public Speaking
- Qualified Retirement Plans
- Retirement
- Retirement Income Strategies
- Retirement Plan Consulting
- Retirement Planning
- Retirement Savings
- Retirement Solutions
- Roth IRAs
- Savings Accounts
- Securities
- Small Business
- Stewardship
- Strategic Planning
- Tax Free Income
- Wealth Management
E. Dufrene Summary
- E. Dufrene, based in Houston, TX, US, is currently a Investment Adviser Representative (IAR) at Foundations Investment Advisors, LLC. E. Dufrene brings experience from previous roles at North American Financial Services, Inc., Growth Management Group, LLC, Adult Financial Education Services (AFES) and Wealth Beyond Wall Street. E. Dufrene holds a 1994 - 1997 Master of Business Administration (MBA) in Finance and Financial Management Services @ University of New Orleans. With a robust skill set that includes 401k, 401k Rollovers, Annual Giving, Asset Protection, Budget Management and more. E. Dufrene has 1 emails and 2 mobile phone numbers on RocketReach.
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