Louis Pastore
LPL Financial Planner
Louis, Financial Planner with LPL Financial, conducts financial planning for families and privately-held business. His work is comprised of managing wealth through investment guidance, estate, income, and tax planning.
In working with business owners, he provides advice on succession planning and how to effecitvely transfer wealth to their children and heirs. Louis additionally focuses on optimizing a company's retirement plan through a benchmarking process to ensure competitive investment options and the appropriate plan design.
Areas of Expertise
- Business Succession Planning
- Retirement Planning
- Estate Planning Strategies
- Wealth Management
Personal Information
Louis graduated from Saint Joseph’s University in 2001 achieving a BS in Marketing. Louis along with his wife Jackie and three children reside in Thornton, PA.
Certifications
- FINRA Registrations: Series 6,7,63,65 held through LPL Financial
- Life and Health Insurance Licensed
Education
- Bachelors of Science, Saint Joseph’s University