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Louis C
CFP®, ChFC®, Series 66
Wheeling, WV
Founders Financial Alliance, LLC
Louis Costanzo III is a financial advisor at Founders Financial Alliance, LLC with 17 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations and has worked at Founders Financial Alliance since 2017, previously affiliated with LPL Financial and operating Louis J. Costanzo & Associates. Outside of advisory work, he is a CPA partner involved in a CPA affiliate program and serves as a trust advisor for family life insurance trusts. Founders Financial Alliance provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm employs an evidence-based investment approach using ETFs, third-party managers, and ongoing portfolio monitoring, and offers a family-office style program that combines management and planning services under a flat fee arrangement.
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