I use a structured approach to investment planning and investment management in order to help my clients achieve their objectives. The key to this approach is a process that enables me to more clearly identify investment goals and objectives, determine risk tolerance, both financial tolerance and emotional tolerance and structure a suitable portfolio.
Having choices is important in investment and financial planning. We believe our clients' plans should change as their lifestyles and needs do . . . and that may include what is in their portfolios. As a result, we offer our clients an extensive array of investment alternatives and services.
“Developing strategies to help achieve your financial goals.”
Lou D’Angelo, a Raymond James financial advisor, focuses on working with clients who can describe their future financial goals and objectives. The value he brings is creating strategies that help enable clients to achieve these goals. People in transition (retirement and job changes), people who are experiencing a change that is creating a need for planning and those who are taking a proactive approach to their financial future are the primary focus of his financial planning and estate planning practice. Lou helps his clients to invest, manage, preserve and transfer their wealth.
Lou's goal is to provide sound financial planning advice that enables his clients to achieve their financial goals. Recognizing the importance of well-informed investors, he makes every effort to educate all clients about the complexities of investing, while encouraging reasonable expectations of investment results.
Lou is dedicated to the success of his clients through quality planning and thoughtful advice. He will assist clients in mapping action plans designed so they may reach their goals. He focuses on each client's complete financial picture, from building a nest egg to passing assets on to heirs.
My office is conveniently located on McKnight Road in the North Hills of Pittsburgh, approximately 2 miles north of the Ross Park Mall. A popular landmark is the Outback Steakhouse which is located directly across McKnight Road from my office building.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.