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Andrew B. Noto

Chief Executive Officer
Investment Advisor Representative

Born in Houston, Texas but raised in Luling, Louisiana, Andrew attended Hahnville High School before attending the University of Louisiana at Lafayette. While studying finance, he also lettered on the Ragin’ Cajuns golf team all four years in college.

Upon graduation, Andrew played professional golf until January of 2015 before starting his career in the financial services industry. He worked for almost two years at Ameriprise Financial as a Registered Client Service Associate before joining IBERIA Financial Services in February of 2017 as an Associate Investment Representative. After two and a half years at IBERIA Financial Services, Andrew decided it was best to put into action his beliefs of transparent investment management and financial planning for all clients to work at Planning Associates Wealth Management, LLC. In July of 2019, Andrew began the startup of the firm before being joined by Ralph Freibert in September of the same year.

Andrew currently lives in Metairie, Louisiana with his wife Meredith, son Kirby and their golden retriever, Caddie. In his spare time, he enjoys playing golf, fishing, cooking, and spending time on the Mississippi Gulf Coast at his family’s weekend home.

Ralph C. Freibert III

MBA, CLU®, CLTC®, CIMA®, CFP®

Chief Executive Officer
Investment Advisor Representative

Ralph was born and raised in New Orleans, Louisiana where he attended Brother Martin High School before attending the University of New Orleans. Ralph later attended University of New Orleans as a graduate student where he received an MBA and was the co-valedictorian. He again returned to campus in 2006 as a faculty member in the Economics and Finance Department until 2014.

Ralph’s career in the financial services industry began in 1987 where Ralph worked at several firms including Dorsey and Company, Northwestern Mutual and Prudential. In 1997, he became the general agent of the Mass Mutual Financial Group’s Louisiana agency which included offices across the state. Ralph grew the firm from eleven advisors and four staff member to over seventy-five advisors and staff during his seven years at the helm. It was during his time at Mass Mutual that the name Planning Associates of Louisiana was created. In 2005, Ralph departed Mass Mutual to open a fully independent financial planning and investment management firm called Planning Associates. During those ten years, the firm grew to more than $150 million of assets under management with over 300 clients. Immediately prior to joining Planning Associates Wealth Management, LLC, Ralph spent four years at Ameriprise Financial.

Ralph currently resides in Metaire, Louisiana with his wife Melanie Aguilar. They have two sons, Ralph IV and Christopher. During his time away from the office, Ralph enjoys reading, spending time with his family and serving as a member of St. Angela Merici Catholic Church’s Saint Vincent de Paul Society.

Robert L. Heintz

CFA®

Investment Advisor Representative

Born and raised in Metairie, Louisiana, Robert attended Archbishop Rummel High School before attending Vassar College in Poughkeepsie, New York where he studied Economics. During his junior year, he spent a semester at Tulane University after completing the Duke-Vassar Summer German Program in Muenster, Germany. Upon graduation from Vassar, Robert attended New York University’s Stern Graduate School of Business where he earned his MBA in Finance.

Robert’s career on Wall Street began in 1979 with Bank of New York as a Trust Portfolio Manager. In 1983, Robert moved to Houston, Texas He remained in this role for 18 years while successfully growing the multi billion dollar funds with the successor organizations including Chemical Bank, Chase Manhattan Bank, and JPMorgan Chase and Company. During his tenure as a Portfolio Manager, Robert frequently earned industry recognition from leading publications such as The Wall Street Journal, Standard & Poor’s, Investor’s Business Daily and Morningstar. After a poster-merger consolidation, Robert joined Amegy Bank in 2004 where he was responsible for the bank’s Multi-Strategy Investment Management Platform for private clients and endowments. In 2006, he joined Avalon Advisors, LLC in Houston, Texas as a partner and senior member of the Equity Research and Portfolio Management Team for the Avalon U.S. Core Equity Portfolios. Robert spent 11 years as an Investment Consultant before joining Planning Associates Wealth Management, LLC in 2020.

Robert currently resides in Pearland, Texas with his wife Liza. They have two children, daughter Alia who is an attorney in Houston, Texas and son Evin who is a junior in college.

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