As the newest member of Orazio Financial Services, Louis serves as lead investment advisor and supports the retirement, estate, tax, and insurance planning efforts of all client accounts. His background in technology and its role in financial planning has helped streamline OFS’ business to connect our staff with clients throughout the country. Louis earned a Bachelor’s degree in Finance from Penn State University in 2009 and holds FINRA Series 7, 66, and 24 licenses as well as life, accident, health, and long-term care insurance licenses. In June 2018, he became a Chartered Financial Analyst (CFA) charterholder and in July 2019 earned his CERTIFIED FINANCIAL PLANNER™ certification.
Prior to joining Orazio Financial Services, Louis worked as an ERP consultant for IBM in Washington, DC, as an insurance agent for AXA Advisors in Philadelphia, and as a Financial Solutions Advisor for Bank of America Merrill Lynch.
Outside the office, Louis is an active runner and participates in many local charitable runs throughout the year. Most recently he ran the Philadelphia Half Marathon in 2015, where he raised money for the Leukemia and Lymphoma Society, and the TCS New York City Marathon in 2017, raising money for the Arthritis Foundation.