PROFESSIONAL PROFILE
Louis Falvo, Certified Investment Management Analyst® and Vice President, has been providing wealth management advice and services since 1992. A graduate of Rochester Institute of Technology, Lou earned a Bachelor of Science in Finance with a concentration in Economics.
The designation of Certified Investment Management Analyst® was achieved through the University of Pennsylvania's Wharton School in 2007. This professional designation identifies individuals who have met rigorous experience and ethical requirements and have passed the CIMA® examination and continuing education requirements.
Lou works for affluent families, entrepreneurs, executives, the soon to be divorced and divorcees. He helps them protect the wealth they have accumulated from unforeseen risks. Most of his clients are retired or approaching retirement and have a need for his 6 stage wealth management process which offers them peace of mind, confidence and security.
Lou's detailed discovery process leads to a comprehensive wealth forecast which makes the implementation of resources clear. What makes his practice stand out is his commitment to industry specific education and a structured communication process. Lou has a team committed to the delivery of institutional solutions unique to issues and needs.
The demographics he primarily serves are Western New York and family and friends countrywide. It's Lou's tactical management of long term strategies that lead to the achievement of goals.
Lou is currently a member of The Association for Financial Professionals of Western New York and The Investment Management Consultants Association. He is the honored recipient of Strathmore's Who's Who and does volunteer work for The American Red Cross Greater Rochester Chapter, Genesee Valley Club and other various organizations. Lou lives in the Town of Perinton with his wife Jennifer and daughter Sophia.