AUTHOR

Louis Green

Tap the gear icon above to manage new release emails.
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®).
Read more Read less
You're getting a free audiobook


You're getting a free audiobook.

$14.95 per month after 30 days. Cancel anytime.
Try for $0.00

5 Steps to Retirement Planning

New release
View Details

Best Sellers

Product List
  • 5 Steps to Retirement Planning Audiobook By Louis Green cover art

    Regular price: $6.95 or 1 credit

    Sale price: $6.95 or 1 credit

    Try for $0.00

Are you an author?

Help us improve our Author Pages by updating your bibliography and submitting a new or current image and biography.
Visit Amazon Author Central