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McLoughlin Financial LLC
McLoughlin Financial LLC
McLoughlin Financial LLC Financial Advisor
https://www.mcloughlinfinancial.com/ 985-302-5073

Meet our Father-Daughter Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Charles McLoughlin has been in the Investment industry since 1991. He earned MBA and BA degrees from The University or New Orleans. Charles has been providing investment guidance since 1997. Before then, he worked as an investment analyst for a large New Orleans bank. Since 1999, Charles has been offering 403(b) plan services to educators. He enjoys helping those employees transition into retirement. He started McLoughlin Financial, LLC in 2005 and in 2020 welcomed his daughter, Charlotte, into the practice. Charles enjoys helping clients plan for and pursue their financial goals.  In his free time, Charles enjoys reading about history, playing guitar and volunteering at Most Holy Trinity Catholic Church with his wife, Lisa. Charles and Lisa reside in Covington, Louisiana. 

Charlotte McLoughlin Guinot joined McLoughlin Financial, LLC in January 2020 after retiring from a six-year career in sports television. Charlotte has a bachelor’s degree from The University of Southern Mississippi and is actively involved in the Alumni Association. In March of 2022, she obtained her Series 6 License and in August of 2022 she earned her Life, Health and Variable Annuity Insurance Producer License. She passed the Series 65 Exam in July of 2023 and the Series 63 in August of 2023. She is excited to join her dad in the investment industry. In her free time, she enjoys mountain and beach vacations, hiking and working out. She and her husband, Guy Jr. have two daughters. They live in Covington, Louisiana.

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