Becky Gustafson, CFP, MSFP, AEP, CAP, ChFC, etc. in

Becky Gustafson, CFP, MSFP, AEP, CAP, ChFC, etc.

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Wealth Management Advisor at Eternal Wealth Partners - Northwestern Mutual Wealth Management Company
📍 Greater New Orleans Region, United States

Becky Gustafson is the CEO and Founder of Gustafson Wealth Management, a Northwestern Mutual company with over 16 years of experience. She is a CERTIFIED FINANCIAL PLANNER™ professional and a graduate of the Goldman Sachs 10,000 Small Business program, specializing in advising business owners, professionals, and families.

Outside of work, Becky is deeply involved in her New Orleans community. She is a past president of the National Association of Women Business Owners New Orleans chapter and has been honored by the March of Dimes. She lives with her partner Will, their son Kieran, and two dogs.

Unique Fact: Becky was the opening keynote speaker at the inaugural New Orleans Chamber Womens Leadership Conference.

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Experience
19 Years
Current Role
Wealth Management Advisor
Location
Greater New Orleans Region, United States
Personality Overview

How Becky shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Becky cares about

Women in Business
Demonstrated through her past presidency of the New Orleans chapter of the National Association of Women Business Owners (NAWBO) and involvement with Likeminded Ladies.
Values-Based Planning
Her firm's approach is grounded in 'Values Based Planning' to align clients' finances with their core values for legacy preservation.
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Career

Work history

3-2007
Wealth Management Advisor
Eternal Wealth Partners - Northwestern Mutual Wealth Management Company
In the press

Media appearances

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Education
Masters of Science in Financial Services
The American College of Financial Services
2003 - 2007
Business Management
Louisiana State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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