As a financial advisor who is a Certified Financial Planner, Certified Public Accountant, and an Attorney, Mr. Feldman is able to offer a unique perspective to clients, while at the same time maintaining the necessary integrity and trust that comes with fifteen plus years of professional experience. Prior to joining Investor Solutions, Mr. Feldman worked as a CPA at several Miami-based local and national accounting firms as well as local tax/estate planning boutique law firms. Having experience providing services in the areas of income tax, estate tax, and retirement planning, Mr. Feldman brings to us his experience from working as both a CPA and an Attorney. Throughout his career, Mr. Feldman has counseled individuals on the principles of wealth transfer, retirement issues, estate planning, and asset protection strategies.
Mr. Feldman received his B.B.A. degree in 1987 from the University of Miami and his Juris Doctorate in 1996 from the St. Thomas University School of Law where he was a member of the prestigious Honors Society Phi Delta Phi.
Mr. Feldman is a member of several professional organizations including the Florida Bar, (member of the Elder Law and Real Property and Probate sections); Certified Public Accountant in State of Florida and is a member of both the Florida Institute of Certified Public Accountants and the American Institute of Certified Public Accountants, (including the Personal Financial Planning Section); Financial Planning Association, South Dade FICPA chapter, and South Dade Estate Planning Council.
In addition to his professional organization involvement, Mr. Feldman is active within the community, including serving as a board member of Temple Bet Breira Samu-el Or Olom.
Mr. Feldman is married and has two children. When not at work, Louis enjoys being outdoors and traveling with his family.