Broker Check
Jean Pierre Bienvenu

Jean Pierre Bienvenu

Wealth Manager/Partner | Professional Dossier

Experience: Jean Pierre Bienvenu is a Wealth Manager and Partner at Royal Street Capital Management. He holds a Bachelor of Science degree in Psychology from Loyola University, New Orleans, Louisiana, 1997. His previous experience in Financial Services began in 1997, starting immediately after graduating from Loyola. He currently holds his Series 7 and Series 66 registrations, and the Life, Health, Accident Insurance license in Louisiana. He’s managed assets for individuals and business accounts , as well as providing insurance planning. He has a broad back ground which include being a Private Banker, Investment Advisor and working with a prominent employee benefits company (handling employee retirement plans and planning). His securities registrations are held with LPL Financial and his insurance license is held with the state of Louisiana.

Focus: Jean Pierre utilizes a holistic approach to financial planning, which involves an intimate understanding of the many aspects that make up his client’s financial lives; applying objective, tailored investment advice, segmented or comprehensive planning, through understanding the financial and life goals that his clients would like to work towards. He draws on more than a decade of experience, as well as the volumes of information and resources that LPL Financial provides. Also, if the recommendations he provides call for additional professionals, referrals to that end will be made. Most importantly, the action plan that is decided upon by Jean Pierre and his clients must be executed and amended through the years (or by life changing events) with the goal of increasing the probability that Financial Independence is reached.

Approach: Jean Pierre knows everyone’s economic and life situations are unique and knowing this creates the foundation for his approach. The process he uses involves a six point approach: One, he determines his client’s financial situation; two, he gains an understanding of his client’s financial goals; three, he identifies alternative courses of action; four, he evaluates alternatives; five, he creates and implements a financial action plan; and lastly, he re-evaluates and revises that plan as his clients lives and situations change.

Consistency: Jean Pierre is accessible and available to his clients. This is accomplished by strong and pro-active communication, which include returning phone calls and emails in a timely manner. He meets with his clients on a frequent and regular basis to ascertain that the strategy being executed is appropriate and in line with his clients goals.