Series 65 Advisory Registration†, JD, CPA, CFP®
As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Louis is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with over 15 years of professional experience.
Louis joined Wealth Enhancement Group in 2021 through the Investor Solutions acquisition. Louis has worked as a CPA at several Miami-based local and national accounting firms as well as local tax/estate planning boutique law firms. Louis has experience providing services in the areas of income tax, estate tax, and retirement planning. Throughout his career, Louis has counseled individuals on the principles of wealth transfer, retirement issues, estate planning, and asset protection strategies.
Louis is a member of several professional organizations including the Florida Bar, (member of the Elder Law and Real Property and Probate sections); Certified Public Accountant in State of Florida and is a member of both the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, (including the Personal Financial Planning Section); Financial Planning Association, South Dade FICPA chapter, and South Dade Estate Planning Council.
Louis is married and has two children. When not at work, Louis enjoys being outdoors and traveling with his family.
- BBA - University of Miami
- JD - St. Thomas University School of Law
- CERTIFIED FINANCIAL PLANNER™ Professional
Louis serves clients at our Miami, FL office.
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† Advisory registrations are held with Wealth Enhancement Advisory Services.