Lou Fuoco, CPA, CEPA, CVB

Chairman

Specialties

  • Ultra High-Net-Worth Individuals
  • Business Owners & Entrepreneurs
  • Closely Held Entities
  • Healthcare/Medical Practitioner Specialty
  • Business Exit Planning
  • Strategic Business Planning
  • Financial Planning, Transfer of Wealth

Education & Certifications

  • Certified Public Accountant (CPA)
  • Certified Exit Planning Advisor (CEPA)
  • Certified Value Builder (CVB)
  • St. John’s University, B.A.

Lou is passionate about helping clients understand and then exceed their goals by providing value-added services and tax efficient vehicles that enhance and preserve wealth.