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This profile was last updated on 8/3/13  and contains information from public web pages and contributions from the ZoomInfo community.


Phone: (281) ***-****  
Email: i***@***.com
Local Address:  Texas , United States

Employment History

  • Principal, Financial Advisor
    Houston Office

Board Memberships and Affiliations

  • Wealth Advisor
104 Total References
Web References
Ian Laterreur, ..., 3 Aug 2013 [cached]
Ian Laterreur, CFP®
Ian Laterreur, CFP®
Principal, Financial Advisor
(281) 205-7989 Send an Email
Ian provides objective and proactive financial guidance by building, implementing, and managing holistic financial strategies aimed at meeting his clients' goals and objectives.
Ian Laterreur, ..., 17 July 2012 [cached]
Ian Laterreur, CFP®
Wealth Advisor
Believing that everyone is entitled to fair, honest, dedicated, and professional financial advice, Ian left the ranks of one of the leading Wall Street Firms in 2001 where he served as Financial Advisor in their Private Client Group to form his own financial services firm. Ian currently oversees operational and compliance requirements for 7 financial advisors, and develops investment and financial planning strategies for his own clients.  
Prior to starting his career in the financial services industry over 12 years ago, Ian was a Management Consultant for Deloitte and IBM Global Services. Through these experiences, Ian developed the necessary skills, knowledge, and innovative mindset which he uses today in delivering a consultative approach in meeting the needs of his clients.
Ian is an avid sportsman, playing golf, tennis, and skiing. His lifelong passion is for hockey which he continues to play today. As a full time student, he played 4 years in the Quebec Junior Major Hockey League (semi-professional). This experience provided him with a high level of work ethic, discipline, commitment, and ability to drive for results; all attributes which he embodies in helping clients meet their goals.  
Ian Laterreur, ..., 17 July 2012 [cached]
Ian Laterreur, CFP®
Ian Laterreur, CFP®
Wealth Advisor
(312) 823-3646, 17 July 2012 [cached], 17 July 2012 [cached]
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