Barbara M. Feldman, CPA/PFS, MBA

Financial Advisor

New Iberia

For over 40 years, Barbara has provided her clients with sophisticated accounting, tax and financial advice. Barbara’s clients rely on her to solve a broad range of business and personal issues efficiently and effectively. Barbara has owned and managed her New Iberia-based accounting firm for over 30 years. In 1999, after she passed the FINRA Series 66 exam, Barbara broadened her practice to include financial advisory services. Today, Barbara provides her clients with a full complement of tax, accounting and wealth management services.

I have deep ties to this community and I enjoy helping our local families and business owners address important business and financial issues. Comprehensive planning addresses many of the issues my clients face day-to-day and gives them confidence to advance their business and personal lives. It is so rewarding to see the good that comes when my clients implement a broad plan that addresses their concerns and achieves their goals.

— Barbara Feldman

Professional and Educational Accreditations

  • Certified Public Accountant, CPA
  • Personal Financial Specialist, PFS
  • Has passed FINRA Series 7 and Series 66 exams
  • Registered Representative, Avantax Investment Services℠
  • MBA in Accounting, Temple University
  • B.A., Elementary Education and Psychology, State University of New York at Stony Brook

Civic and Professional Activities

  • Member, American Institute of Certified Public Accountants
  • Member, Society of Louisiana Certified Public Accountants
  • Member, Financial Services Institute