• Louis J. D'Angelo bio image

    Louis J. D'Angelo, CFP®, AIF®

    CERTIFIED FINANCIAL PLANNER™

    CERTIFIED FINANCIAL PLANNER

Licenses and Distinctions:

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Accredited Investment Fiduciary®
  • Series 7 (General Securities License),
  • Series 66 (Investment Advisor Agent License),
  • Series 24 (Registered Principal),
  • Life & Health Insurance License

Education: 

  • University of Maryland School of Law, Juris Doctor Degree.
  • 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.
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