Louis Green, CFP<sup>&reg;</sup> - Financial Advisor

Louis Green, CFP®

CFA, CPWA

Wealth Advisor

Savvy Wealth

900 Broadway, 2nd Floor
New York, NY 10003
FINANCIAL ADVISOR'S WEBSITE
(917) 590-0552 CONNECT WITH Louis
  • linkedin link

General

Louis Green is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Savvy Wealth in New York, NY and the surrounding communities.

Financial Advisor Overview

I am dedicated to helping my clients solve the financial puzzle of their lives. My focus is on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. I incorporate the lessons of behavioral finance into my work because avoiding emotional mistakes can position clients to achieve their goals. My 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.

More

Financial Advisor Experience

I became interested in financial services at a young age while watching my father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to my fascination with the markets. I started my career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where I worked as a portfolio analyst and then as a portfolio manager. I joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. I founded Prestiq Wealth Partners and joined Savvy Wealth in 2024. ? Education: 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®).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

More

Helpful Financial Planning Resources