Your Adviser: William Nunn, CFP®, CEPA
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Meet Will
I founded Horizon Financial Planning LLC in January 2019 after realizing my worth to my (then) employer was measured by how much money I brought in that month instead of how much I helped my clients. I wanted something else, I wanted something freeing, I wanted more autonomy. I prioritized spending time with my wife and being able to go sailing on Friday afternoons over my obligation to stick around the office until the clock struck a magical number. I want to bring the same thing to my clients. My mission is to help people achieve the autonomous life they envision. My proactive approach helps my clients envision, structure, and implement the autonomy they want.
Personal
Enjoys sailing, skeet shooting (sporting clays), traveling, and anything outdoors in general.
Lives in New Orleans with his Wife and dog (the dog will make occasional appearances in meetings).
Volunteers his time to a wide variety of causes.
Saints, Pelicans, LSU, and Chelsea Blues fan.
Professional
CERTIFIED FINANCIAL PLANNER™ professional
Certified Exit Planning Adviser professional
Over a decade financial planning experience, with several years at some of the most well known firms.
Graduate of Loyola University New Orleans with a Bachelors in Business Administration.
Soft Spot for: APRNs (Nurse Practitioners, CNMs, CRNAs), PAs, medical, and healthcare providers.
Will Nunn, CFP®, CEPA is proud to be a fee-only financial planner in New Orleans, LA serving clients here and across the country virtually.
Less than 30% of “Financial Advisors” are CERTIFIED FINANCIAL PLANNER™ professionals, like Will.
