• Louis J. D'Angelo, CFP®

    CERTIFIED FINANCIAL PLANNER™

Licenses and Distinctions:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Member of the Bar of the Commonwealth of Pennsylvania, Attorney Number #63639,
  • Series 7 (General Securities License),
  • Series 66 (Investment Advisor Agent License),
  • Series 24 (Registered Principal),
  • Life & Health Insurance License and
  • CMFC (Chartered Mutual Fund Counselor) through the College for Financial Planning.

Education: 

  • University of Maryland School of Law, Juris Doctor Degree.
  • Carnegie Mellon University, Certificate in Executive Business Management.
  • Carnegie Mellon University Program for Executives, Industrial Administration Business Education Program.
  • Indiana University of Pennsylvania, bachelor's degree.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.