Broker Check

Why Work With Us

Louis has been serving clients for over a quarter century to help them make the most of their wealth through investment, financial and tax planning advice as an independent Investment Advisor Representative with LPL Financial and as a CERTIFIED FINANCIAL PLANNER™ (CFP®). By virtue of being a CERTIFIED FINANCIAL PLANNER™ professional, we are held to a fiduciary standard. Being a fiduciary means that we are required to place our client’s interests above our own. A fiduciary standard is a higher standard than that of the suitability standard used by some brokers. Learn More