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Louis Feldman

Louis is a Certified Public Accountant, Certified Financial Planner ™, and an Attorney licensed in the State of Florida. Louis is a graduate of both the University of Miami and the St. Thomas University School of Law where he was a member of the prestigious Honors Society Phi Delta Phi. Leveraging his background in the tax and financial services industries for over 20 years, Louis advises individuals and families on all aspects of their financial lives. He has handled a wide variety of tax, financial, retirement and estate planning matters over the years. Having provided tax, financial, and legal services as a certified public accountant, certified financial planner™ and an attorney, Louis offers a broad range of services to individuals and families, while at the same time maintaining the necessary integrity and trust that comes with twenty plus years of professional experience. He is dedicated to helping individuals and families navigate their tax and financial issue.

Licenses /Certifications

* Certified Public Accountant (CPA)
* Certified Financial Planner™ (CFP®)
* Personal Financial Specialist (PFS)

Professional Associations/Memberships

* Florida Institute of Certified Public Accountants
* American Institute of Certified Public Accountants
* Florida Bar Association
* Estate Planning Council
* Financial Planning Association

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