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About Lou

Lou is a Chartered Financial Consultant® and Certified Estate Planner™, who became a Registered Representative in 1996. He uses his depth of investment and financial planning knowledge to assess clients’ goals and objectives and then helps develop strategies and makes recommendations regarding the often-complex issues of their financial lives, using proactive communication and an impeccable level of client service.

He also works collaboratively with colleagues and other specialists to help provide advice regarding tax, estate and charitable gift planning, insurance, retirement plans, stock option planning, and other financial matters.

Lou is the father of two daughters, one who was born with a serious heart defect and other complications known as tetralogy of Fallot and DiGeorge syndrome. He donates his time to provide personalized financial planning to families of children with special needs to help them as they plan for their future and their children’s future. His unique experience translates to a deeper understanding of the issues, concerns and questions many clients have, and allows him to connect with them in often profound ways.

He is honored to sit on the board of UCP (United Cerebral Palsy) of Central Florida, which is dedicated to enriching the life of children of all abilities, providing individualized support, education, and therapy services to thousands of children across seven campuses in Central Florida.

Lou attended primary school in Central Florida and received his Associate of Science Degree from Valencia College. He has traveled overseas as a public speaker focusing on investments and technical analysis. In his spare time, he enjoys fishing, traveling, and playing tennis. Lou is also fluent in Spanish.