The cornerstone of Louis’ practice is establishing and maintaining long-term relationships with his clients. Louis takes the time to understand the goals and challenges each client has and develops a customized plan to help them achieve financial success. He works with individuals and their families, small business owners, and business executives, providing each with objective advice and quality service.
Louis utilizes a well-defined, disciplined approach, taking a holistic view that results in an integrated plan taking into consideration short-term issues and opportunities and long-term goals. He has expertise in a range of areas including wealth accumulation and preservation strategies, retirement and estate planning strategies, employee and executive benefits, long-term care planning, and business succession planning.
A life-long learner, Louis has earned many industry designations. They include the CERTIFIED FINANCIAL PLANNER™ professional or CFP® certification, recognized as the standard of excellence for competent and ethical personal financial planning, the Certified Life Underwriter® (CLU®) designation for individuals who specialize in life insurance and estate planning, and the Certificate in Long-Term Care® (CLTC®) designation. Each involves ongoing education to keep abreast of new developments in their respective areas.
While at MetLife, Louis was recognized as one of the top advisors in the organization including induction into their Hall of Fame in 2013, MetLife’s highest professional accomplishment, reserved for individuals whose superior leadership, integrity and commitment to excellence have distinguished them as an outstanding role model among their peers. At Massachusetts Mutual Life Insurance Company (MassMutual), Louis has qualified for their Wealth Management Conference (2018 and 2020). He is also a member of the National Association of Insurance and Financial Advisors.
Raised in Bergen County, New Jersey, Louis lives in Rockland County, New York with his wife, Margaret. They are the proud parents of two grown children and one granddaughter. An avid golfer, he also enjoys traveling, reading,
I am licensed and registered to offer products and services in NY. Licenses and registrations will vary.
Domiciled in NY.