Hi, I’m Armond.
I don’t pretend to be something I’m not. I’m a business owner by trade but a family man at heart. I strive to be a positive example for my clients and bring my financial knowledge, trustworthy advice, and fun-loving personality to each of my relationships.
Prior to becoming a financial advisor in 2004, I spent four years in the U.S. Navy where I attained the rank of lieutenant and served as a supply corps officer on the USS Nimitz. My many experiences in the Navy, from attending Nuclear Power School to managing a $1 million dollar operation on the USS Nimitz, taught me the valuable skills and strategies I employ every day as an independent advisor.
Professional Certifications
- Certified Financial Planner™ certification
- FINRA Series 7, 63, and 65 licenses
- State life, health, and property and casualty insurance licenses
Education
- Bachelor’s degree in finance, Tulane University
Focused Life
It is possible to live the life you want. By taking control of your finances and delegating those financial tasks, you can be a better version of yourself. I want you to be the best family member, friend, and coworker that you can be.
Financially Awake
Are you financially asleep? Would you even know it if you were?
Financial planning is a marathon – a race to be run over decades, not to be won in months or even years. The first step in becoming financially awake is to be aware of your spending habits and to understand that your daily financial decisions, big and small, do matter. It comes down to the little things such as cash flow and budget discipline, and the bigger things like deciding when and how to buy your next home or car.
Those of us who are financially awake:
- Spend less than we earn
- Set goals and plan for the future
- Surround ourselves with positive people
Whether you are dealing with sudden life changes, planning for retirement, or deciding where to invest and save your money, Croom Financial can help.
It’s your life. What do you want out of it?
Security
Getting on the path to financial security is important, but staying on that path takes years of careful, considerate planning. By creating and following a financial plan, Croom Financial can help you move past any obstacles and avoid unnecessary detours.
Clarity
I believe that the more you are able to understand your finances and bring all aspects of your financial life into alignment, the happier and more fulfilled you will become. I provide a system that provides clarity and helps you align your finances with your values.
Enrichment
Like most people, you probably have hopes and dreams for yourself and your family. My job as a financial planner is to help you get the most out of your life – whether your “most” means more family vacations, weekend activities, or extra disposable income during retirement.
Values-based Financial Planning
Areas of focus:
- Comprehensive financial planning
- Investment strategies
- Retirement income planning
- Education funding solutions
- Asset allocation and management
- Insurance solutions and risk management
My purpose is to make planning an enjoyable experience for you. Together, we can build a financial plan that fits today, and we will be ready for any course corrections tomorrow.
I chose independence. I chose Cambridge.
Cambridge is committed to providing resources and support that help me serve your complex needs, including a vast menu of compliance-friendly programs, products, and services. With the support of Cambridge, I am free to focus on what is best for you and your financial goals away from the pressures of sales quotas or corporate interests found at large wirehouses.
client accounts
Pershing Advisor Solutions
Pershing LLC
Are you ready to take charge of your finances?
