As a former publisher and corporate executive, Lou and his family have experienced the value of this firm's uncommon approach to comprehensive financial planning. Lou’s goal at Opus Private Client, LLC is to introduce his clients to that same personal CFO philosophy and help organize and design strategies to meet their individual goals. Although no one can predict the future, the team, coupled with Lou’s strong knowledge of the marketplace, allows for objective analysis and creative strategies for his clients.
Lou believes that his unsurpassed relationship skills help him build and maintain a valuable place in his clients’ lives. He has been recognized within the industry for the quality of his planning as well as for the success he achieved during his transition into financial services.
Lou is a husband of 35+ years and has two sons. He also shares his home with two English bulldogs. In his leisure time, Lou enjoys fishing, golfing, and traveling to enjoy both of those pastimes.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), supervised from 800 Westchester Avenue, Suite N-409, Rye Brook, NY 10573, (914) 288-8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Opus Private Client, LLC is not an affiliate or subsidiary of Guardian. The title Managing Partner does not imply actual ownership in an entity formed as a Partnership. This title has been conferred solely for those with managerial responsibilities and an ownership interest within the organization. CA Insurance License #0H32787