Louis Czerwinski Email & Phone Number
SEC Registered Investment Advisor @ Allegiant Wealth Management, LLC
Louis Czerwinski's Location
Southington, CT, US
Louis Czerwinski's Work
- SEC Registered Investment Advisor @ Allegiant Wealth Management, LLC
- Member @ Pinnacle Property Group, LLC
Louis Czerwinski's Education
- Yale University
Certificate (Financial Markets)
2022 - 2022 - College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®) (Financial Planning and Services)
- Western New England University
BSBA (Finance)
1999 - 2003
Louis Czerwinski's Skills
- Strategic Financial Planning
- Wealth Management
- IRAs
- Roth IRA
- Retirement Planning
- Long Term Care
- Modern Portfolio Theory
- Social Security
- Buy Sell Agreements
- Special Needs Trusts
Louis Czerwinski's Summary
Louis Czerwinski, based in Southington, CT, US, is currently a SEC Registered Investment Advisor at Allegiant Wealth Management, LLC, bringing experience from previous roles at Pinnacle Property Group, LLC. Louis Czerwinski holds a 2022 - 2022 Certificate in Financial Markets @ Yale University. With a robust skill set that includes Strategic Financial Planning, Wealth Management, IRAs, Roth IRA, Retirement Planning and more, Louis Czerwinski contributes valuable insights to the industry. Louis Czerwinski has 1 email on RocketReach.
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