Our staff is always ready to address your concerns, answer your questions, and put you at ease.
Principal and CERTIFIED FINANCIAL PLANNERTM
Lou has been assisting his clients in the accumulation and preservation of wealth for more than 15 years. Prior to serving clients on an individual basis, Lou started his career in finance as a Securities Compliance Examiner with the United States Securities and Exchange Commission. Lou also worked as a quality control representative for Bloomberg Financial Markets, LLC.
Lou was born in Bucks County, PA and resides in beautiful Manasquan, New Jersey. Lou attended Temple University in Philadelphia, PA, and graduated Magna Cum Laude with a bachelor's degree in Business Administration with a concentration in Finance. Lou's hobbies include bicycling, tennis, skiing and golf.