Louis Preseren
Professional Credentials, Recognition, & Education
  • FINRA Series 7 and Series 66 Registrations
  • Life, Variable Life, Accident, and Health Insurance Licensed
  • BS in Financial Planning from The University of Akron
“Work hard. Learn all you can.”

Patience and persistence have always been Louis’ approach to business, life and learning. He finished high school with two years of college under his belt and tackled his degree in financial management with the same desire to soak in all the information he could. This spark for learning serves him well as a Wealth Management Analyst, where he’s known for taking the time to understand his clients’ long-term vision. He sees himself as a partner who will be with his clients for life.

“Problem solving helps you apply the right solution.”

Whether he’s bowling with friends or hanging out with his family, Louis has always valued the conversations and relationships that make every day more interesting. His skill at asking both thoughtful and tough questions is exactly what drew him to the financial services field. By sharing experiences, he’s better equipped to tackle the problem solving that comes along with investing: looking at how clients will benefit from different investments based on their unique needs.

“I’m an old soul with a young face.”

While you can ask Louis how old he is, he’ll likely answer with a “thank you” and a laugh – along with knowledge well beyond his years. When he was a teenager, his grandparents took him along to help when they met with their own financial advisor. That one meeting set the course for his future. It reminds him how important planning is to his clients and how rewarding it is to help people answer critical questions.