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Louis brings over 20 years of business and investment planning experience to his clients and UBS Financial Services Inc. Prior to joining the Firm, he served as Vice President at WellPoint, Inc. where he ran a $100 million eCommerce business and supported multi-billion dollar mergers & acquisitions. He is currently a Financial Advisor in the Woodland Hills branch serving a wide variety of clients, including business owners, corporate executives, service professionals, and eCommerce entrepreneurs.
Louis earned an MBA in finance from USC, along with BS & MS degrees in engineering from UCLA. He is licensed by the NASD in Series 7 and 66, and holds insurance licenses in life and variable annuities in the state of California. Louis currently resides in Thousand Oaks, California with his wife Ann and twin sons, Kyle and Logan. In his spare time he enjoys hiking, tennis, and mountain biking, and also produces and hosts comedy fundraisers to support a variety of healthcare-related charities.
About UBS
UBS AG is a leading global financial services firm, serving a diverse client base that includes affluent individuals, corporations, institutions and governments. By integrating and leveraging the combined resources, expertise and best practices of its business units, UBS offers products and services designed to provide appropriate solutions to its clients, regardless of where they are located. UBS has significant operations in all of the world’s major financial centers and strong long-term credit ratings. From investment banking to asset management services, our Financial Advisors have at their command a broad array of financial resources to help clients manage their wealth.
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