Louis Green, CFA®, CFP®, CPWA®, is a financial advisor and wealth manager at Savvy Advisors, Inc in Brooklyn, New York. Inspired by his father’s passion for serving others as an accountant, Louis developed an early fascination with the fast-paced world of Wall Street. This interest led him to pursue a career dedicated to helping individuals and families achieve financial security and long-term success.

Louis holds a bachelor’s degree in English from St. Francis College and an MBA in Finance from Baruch College. Over his extensive career, he has held key roles at Deutsche Bank, PNC Bank, and UBS Financial Services, where he honed his skills in comprehensive financial planning and investment management.

At Savvy Advisors, Inc, Louis specializes in retirement planning, estate strategies, and executive compensation optimization, providing tailored solutions for high-net-worth clients. He is also the author of "5 Steps to Retirement Planning," a guide designed to empower readers to take control of their financial futures.

Beyond his professional work, Louis enjoys spending time with his family in Brooklyn, exploring local museums, and staying active. Known for his analytical abilities and clear communication, Louis takes pride in simplifying complex financial concepts and building meaningful relationships with his clients.