Our Mission Statement

Clancy Stumpf is a financial planner in the New Orleans area and has been in practice since 1995.  Clancy began his career with Legg Mason and continued with Smith Barney after the two firms merged in 2005.  During the financial crises of 2008, Clancy noticed that the industry became more focused on self preservation rather than taking care of their clients.  In the interest of his client's well being, Clancy started his own practice, Clancy Stumpf & Company, in March of 2009. The cornerstone of Clancy's philosophy is to always put the client's interest first.

As a CERTIFIED FINANCIAL PLANNER™, Clancy offers many services in the areas of investments, estate planning, retirement planning, insurance, and education planning.  Clancy is very highly credentialed and has earned many industry licenses and designations.