Savvy Ladies Volunteers
Volunteer’s Bio
Louis Green is a financial advisor at Savvy Advisors with over 20 years of experience. He is passionate about helping his clients create a comprehensive financial plan so they can pursue what matters most and feel confident about their future. He specializes in guiding his clients through their financial decisions and helping them avoid emotional mistakes and common pitfalls, especially in times of uncertainty and financial upheaval.
Louis starts his work with clients by building a thorough understanding of their lives, wealth, the people they care about most, and their vision for the future. Only with that in place does he turn to the numbers, to the nitty-gritty organization of their financial life. With a long-term approach, Louis helps his clients cut out the noise and avoid emotional pitfalls that can derail their plan. Louis is known for building long-term relationships with his clients, being proactive, and keeping his clients focused on their goals.
Whether they are concerned about having enough income in retirement, creating a legacy for their family, or striking the right balance between current cash flow needs and long-term savings goals, Louis’s process addresses all of his clients worries, dreams, opportunities, and challenges.
Louis had the privilege of watching his father take some of the financial worry off his clients’ shoulders in his career as an accountant. Louis saw how much of a difference he made in others’ lives and knew that he wanted to use his interest in the markets to impact people in a meaningful way as well.
Louis has a bachelor’s degree from St. Francis College and an MBA from the City University of New York. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Chartered Financial Analyst® (CFA®), and Certified Private Wealth Advisor® (CPWA®) designations.
When he’s not working, Louis stays busy in his community. He loves sports and you can often find him watching the Knicks, Mets, and Nets play. To learn more about Louis, email him at louis.green@savvyadvisors.com or call him at (917) 590-0552.
Areas of Expertise (as specified by volunteer)
Career and Income;Divorce and Money;Family Finances;Investing;Marriage and Money;Retirement;Small Business;Wealth Management