
Laurent Boumaza
Certified Financial Planner™/ Managing Member, Senior Private Wealth Advisor, Partner
Oakwell Private Wealth Management
United States, Texas, Austin
About Me
Problem-solving is practically part of Lou’s DNA, as he comes from a family of engineers, accountants, and doctors. When he discovered the financial planning industry, he was immediately fascinated by all there was to know and how variables interact to ensure all the pieces of a person’s financial ecosystem work together efficiently.
Having found his wheelhouse, Lou strove from then on to learn as much as he could about each puzzle piece of financial planning. He sought out mentors, brought forward creative solutions, and partnered with other experts to improve and excel in the industry. When he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, he became one of the youngest CFPs
Profile Information
Certified Financial Planner™/ Managing Member, Senior Private Wealth Advisor, Partner
Oakwell Private Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Austin
Texas
United States
May 15, 2024
Keylinks
More profiles to browse
BB
Brian Boswell
Senior Private Wealth Advisor
Richard Robbins
Senior Private Wealth Advisor, Partner
Touchstone Mcdonald
Partner, Lead Private Wealth Advisor
DM
Dan Michel
CPA, PSF, Co-Chief Investment Strategist Managing Member, Private Wealth Advisor
You Might Like
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University