Experience

Makes all the difference

Goals based wealth planning to help you accomplish your goals. 

  • Financial Planning
  • Investment Management
  • Banking

Louis Green, CFA, CFP, CPWA, CEPA,CAIA

Financial Advisor

Registered States:
  • AZ
  • CA
  • CT
  • DE
  • FL
  • NJ
  • NM
  • NY
  • OH
  • PA
  • SC
  • VT

Education

  • Zicklin School of Business @ Baruch, MBA
  • St. Francis College, BA
  • Yale School of Management, CPWA Curriculum
  • Northwestern University - Kellogg School of Management, High Impact Sales Course

Credentials

  • Certified Exit Planning Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Fund Specialist®
  • Chartered Alternative Investment Analyst®

Our advice is comprehensive. We help diverse clients in a broad range of areas, including:

Financial planning
Estate planning strategies
Legacy planning
Exit planning
Custom portfolios
Structured products
Executive compensation
Business owners
1285 Avenue Of The Americas
New York, NY 10019

Email Me

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