Louis Green, CFA®, CFP®
Personalized Guidance | Restricted Stock, Investment, Tax, Estate, 401(k) Advice
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Serving Clients Nationwide
Personalized Guidance | Restricted Stock, Investment, Tax, Estate, 401(k) Advice
Areas of Focus
- Employee Benefits
- Equity Compensation Options
- Estate Planning
- Financial Life Planning
- Investment Management
- Owning a Business
- Retirement Planning
- Taxes
About Louis Green, CFA®, CFP®
Hi there 👋🏼 I'm Louis Green. I believe in creating comprehensive written financial plans tailored to my clients' needs, covering all aspects of their financial well-being, and ensuring sufficient liquidity for continued investment during market volatility.
My expertise lies in assisting clients in preparing for significant life milestones such as retirement, inheritance, wealth transfer, or business transitions. I also specialize in collaborating with executives on restricted stock, stock options, and strategic planning.
Get to Know Louis
Louis is dedicated to helping his clients solve the financial puzzle of their lives. He focuses on long-term planning and comprehensive wealth management for attorneys, business executives, retirees, and trustees. Louis incorporates the lessons of behavioral finance into his work. He believes that by avoiding emotional mistakes, particularly during times of financial upheaval, clients can be better positioned to achieve their goals. Louis’s 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.
He has earned advanced certifications including the Chartered Financial Analyst®, Certified Financial Planner® designations. This training enables Louis to provide sound advice in many areas, including cash flow management, investment management, retirement planning, trust and estate planning, and tax mitigation.
Louis became interested in financial services at a young age while watching his father, an accountant, provide tax services to friends and family. Reading about Warren Buffett and other great stock pickers added to his fascination with the markets. He started his career in 1997 at Bankers Trust. The firm was purchased by Deutsche Bank, where Louis worked as a portfolio analyst and then as a portfolio manager. He joined PNC Wealth Management as an investment advisor in 2015 and moved to UBS in December 2020. Louis founded Prestiq Wealth Partners and joined Savvy Wealth in 2024.
Professional Designations
- CERTIFIED FINANCIAL PLANNER ®
- Certified Private Wealth Advisor (CPWA)
- Chartered Financial Analyst (CFA)
Primary Location
New York, New York
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above to schedule an initial conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Savvy Wealth
Whether you’re growing your wealth, planning for retirement, or navigating a major life transition, we’re here to guide you every step of the way.✔️ Personalized Planning – Your goals come first. We craft financial strategies tailored to your unique aspirations.
✔️ Curated Investment Portfolios – Personalized portfolios, backed by a fully dedicated investment team, with proactive management and research-driven guidance to keep you aligned with your financial goals.
✔️ Smart Technology + Human Expertise – Get the best of both worlds: proprietary financial tools with hands-on guidance.
Financial planning shouldn’t feel overwhelming—it should feel empowering. With Savvy Advisors, you gain a trusted partner who helps you make informed decisions with confidence.
How can I help?
▪️ Investment Management
Explore a range of investment choices, including traditional equities, structured products, alternative investments, and individual fixed income.
▪️ Financial Planning & Analysis
Personalized wealth management helps our clients protect their assets. We use a holistic approach to financial planning that integrates tax strategy, trust & estate planning, and risk management.
▪️ Retirement Planning
Transition into your golden years with confidence. Our goal is to see to it that you’re prepared for the unpredictable. Let us turn your retirement dreams into actionable plans.
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Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). Prestiq Wealth Partners Corp is a marketing name only and is not affiliated with Savvy Advisors, Inc.
Louis Green is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Advisory services available from Louis Green are offered by Savvy Advisors. “5 Steps To Retirement Planning” (“E-Book”) is not endorsed by Savvy Advisors, nor did Savvy Advisors produce the content shared in the E-Book. The views and opinions expressed in the E-Book are those of Louis Green and do not necessarily reflect the views or positions of Savvy Advisors. Information contained in the E-Book has been obtained from sources believed to be reliable, but are not assured as to accuracy. To learn more about Savvy Advisors and Louis Green, please visit our website.
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 Planner® professional.
Hobbies and Interests
- Cooking
- Family
- Reading
- Sports
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Attorneys
- Business Owners
- Corporate Executives
- Gen X
- Intergenerational Families
- Living in Retirement
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