WHO WE ARE
The Visionary Forum is a virtual destination helping Visionaries get everything they want out of their lives -
To Live Life Beyond the Vine™
We are a curated community for purpose driven Visionaries to Belong, Transform and Serve Their Purpose! A place where you can share and solve your issues while connecting with other kick-ass Visionaries you want to know. We network "FOR" each other!
WHY US
Real Dialogue
Authentic Connections
Engage in genuine and unfiltered conversations where diverse perspectives are welcomed and respected.
Forge meaningful connections with other Visionaries who share a passion for innovation and personal growth.
Access to Wisdom
Learn from experienced professionals and thought leaders, gaining valuable guidance and inspiration that fuels personal and professional growth.
WHAT YOU GET
Virtual 90-minute twice-monthly scheduled meetings with flexible attendance.
A safe place where you can freely share your struggles and be your authentic self.
A community of other Visionaries that are on the same journey as you.
Inspiration from others that have gone before you but that are also right where you're at.
Join us as Our Guest
Get your feet wet and join us for as a guest at forum. This is no-obligation experience where you’ll engage live (virtually) with like-minded Visionaries, gain valuable insights, and see firsthand how this incredible community can elevate your journey. We typically do these the first Wednesday of the month.
RUFUS CRESSEND
JULY 8th, 2026 12pm ET
"Treat Your Business as Your Biggest Investable Asset."
ABOUT RUFUS:
I serve clients through Waterfront Wealth
Management, a private wealth advisory practice of
Ameriprise Financial Services, LLC. I work with
individuals, families, and business owners as a
CERTIFIED FINANCIAL PLANNER® practitioner (CFP®)
and Certified Exit Planning Advisor (CEPA®).
I specialize in helping vision-driven entrepreneurs
and business owners align their personal financial
planning with the long-term value of their
businesses. My work focuses on helping clients grow
and maximize enterprise value while preparing for
the eventual transition from owner-operators to
capital investors in their own companies.
Through thoughtful planning and strategic guidance, I help clients navigate complex
financial decisions, develop exit strategies, and build long-term financial security designed
to support the life they want beyond their business.
Contact Information
Rufus Cressend
Private Wealth Advisor
CERTIFIED FINANCIAL PLANNER®
practitioner
Business Financial Advisor
​
(504) 889-1704
​
FEATURED SPEAKER
“The Visionary Forum (TVF) has been such an incredible source of fuel for my personal and professional life. Why? Because it is an authentic collection of visionary leaders with myriad backgrounds that have chosen to share,learn, and grow with one another. As a result, I am becoming a better leader, a better wife and mother, and an overall better human being. My journey of being a better me is filled with so many twists and turn. I am grateful to have TVF my “iron sharpens iron” space and place to support my journey.”
- DONNA MURRAY-BROWN,
VICE PRESIDENT OF STRATEGY AND DEVELOPMENT
NATIONAL COUNCIL OF NONPROFITS
.png)