Lou D'Angelo is a professional with a wealth of knowledge and experience in the fields of financial planning, estate planning, and portfolio management. Lou has dedicated his career to helping individuals make sound financial decisions and achieve their long-term goals. Here is a brief overview of his background and qualifications:

Education and Certifications

• Lou holds a Bachelor of Science degree from Indiana University of Pennsylvania (IUP), providing him the start of his lifelong pursuit of education.
• He furthered his education by earning a Juris Doctor (J.D.) degree from the prestigious University of Maryland Francis King Carey School of Law, where he honed his legal skills and analytical thinking.

• Lou earned a Certificate in Executive Leadership from Carnegie Mellon University, showcasing his commitment to leadership development and organizational excellence.

Financial Planning Expertise

• Holding the prestigious Certified Financial Planner^® (CFP^®) designation from the Certified Financial Planner Board of Standards, Inc. (CFP Board ID #159696), Lou has demonstrated his proficiency in comprehensive financial planning and wealth management.
• As an Accredited Investment Fiduciary (AIF^®) from Fi360, Lou possesses specialized knowledge in the area of fiduciary responsibility, demonstrating his dedication to ethical and responsible portfolio management.
• He is also recognized as an Investment Management Consultant (IMC) by the Raymond James Financial Institute of Investment Management Consulting, reflecting his expertise in investment strategies and portfolio management.

Throughout his career, Lou has demonstrated an unwavering dedication to helping individuals and organizations make informed decisions regarding their financial futures. His unique blend of legal expertise, financial insight, and market knowledge sets him apart as a trusted advisor to his clients.

Explore our website to learn more about D’Angelo Financial Services and how Lou and his team can assist you in achieving your financial goals. Whether you are planning for retirement, managing investments, or seeking expert financial guidance, Lou and his team are here to provide the guidance and advice you need.

Two fun facts: Lou has run a marathon in all 50 states, and he has written a book about the United States Civil War.

The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.