Lou Fuoco, CPA, CEPA, CVBChairman
- Ultra High-Net-Worth Individuals
- Business Owners & Entrepreneurs
- Closely Held Entities
- Healthcare Practitioners
- Real Estate and Construction
- Business Exit Planning
- Strategic Business Planning
- Financial Planning, Transfer of Wealth
Education & Certifications
- Certified Public Accountant (CPA)
- Certified Exit Planning Advisor (CEPA)
- Certified Value Builder (CVB)
- St. John’s University, B.A.
Lou is passionate about helping clients understand and then exceed their goals by providing value-added services and tax efficient vehicles that enhance and preserve wealth.
get in touch with Lou
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