AUTHOR

Louis Green

Money & Finance
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Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals. Louis’s approach to wealth management seeks to address each client’s day-to-day liquidity needs, retirement income goals, and the longer-term legacy they wish to create. He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial PlannerTM and Certified Private Wealth Advisor® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation. Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets ‍ M.B.A., finance, Zicklin School of Business, Baruch College – B.A., English, St. Francis College, Brooklyn, NY – Chartered Financial Analyst® (CFA®) – Certified Financial PlannerTM professional – Certified Private Wealth Advisor® (CPWA®).
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