Location: Burbank Empire, Hollywood Way, and contact center
For over 10 years, Luis has developed personalized wealth management strategies to help clients prioritize their financial future. His experience includes the coordination of financial specialists, tax advisors, and estate attorneys to help clients pursue their asset management and investment goals. Luis began his financial services career in 2013 and entered the wealth management industry in 2018. He has previously served the financial needs of clients at Wells Fargo Bank and Merrill Lynch.
Luis obtained a Master’s Degree in Business Administration from the Anderson School of Management at California State University, Los Angeles, and he holds a Bachelor’s Degree in Political Science with an emphasis in Economics from San Francisco State University. Luis is also series 7, 63, and 66 licensed.
In his personal time, Luis enjoys several outdoor activities, wine tasting, and an occasional pride-destroying round of golf. Growing up the son of a working immigrant single-mother, Luis also enjoys spending time with his close-knit family.