Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified Estate Planner, and a senior member of our investment management committee. He began his career by becoming a Registered Representative in 1996. His expertise is working with high net worth Individuals, as well as small to medium-sized businesses. He works with a team of industry professionals to coordinate a complete financial wellness program for his clients. This includes financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.

Lou Shinaman
Senior Wealth Advisor
Ruggie Wealth Management
United States, Florida, Tavares
About Me
Profile Information
Senior Wealth Advisor
Ruggie Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Tavares
Florida
United States
Jan 12, 2025
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