Louis Green, CFA®, CFP®
Hi there 👋🏼 I'm Louis, 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.
New York City, NY
“My main strategy is to produce a goals-based financial plan for every client. That financial plan sets the framework for how I work with each person.”
Louis’s published work
How can I help?
Investment Management
Financial Planning & Analysis
Retirement Planning
Let’s achieve
greatness together
My passion is helping people achieve their financial goals. I believe that everyone has the potential to meet their financial needs, no matter their background or starting point.
My team and I are committed to providing personalized solutions tailored to your unique needs and circumstances.
Monthly recaps on financial markets. Stay in the loop with Louis.
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 PlannerTM 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.
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.
Book a 30-minute introductory call with Louis.
Meet and greet. Get to know each other and learn about the benefits of wealth management through Savvy.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
