Chartered Retirement Planning Counselor (SM)
Accredited Portfolio Management Advisor (SM)
With close to four decades of financial markets and financial planning experience, Louis Mucci has a well-rounded financial background. Having witnessed the birth of many common financial products, Lou has a deep understanding of their risks and where to look for hidden costs that erode an investors’ return. Lou puts this knowledge to work for you, protecting you from hidden fees and financial predators on Wall Street and elsewhere.
“The thing I like the most about my job is working with people. I like the fact I can put clients at ease and put into perspective what’s going on in the world and what that means to their financial life.”
A Graduate of Yale University, Lou is a financial investment planning counselor. He is a Certified Retirement Planning Counselor (CRPC) and an Accredited Portfolio Management Advisor (APMA) - accreditations which must be renewed every two years. In addition, he holds a Series 7 Broker Dealer License and Series 63 and 65 Investment Advisor licenses.
