As a financial advisor, I am privileged to be able to help my clients prioritize their goals, address their concerns and feel more confident about the future. My practice sits between financial planning and investment management, as I seek to protect and compound clients’ portfolios over time. I believe that creating a comprehensive financial plan is the key to building wealth that endures.I pride myself on being easy to talk to and forming close relationships with my clients and their families. I educate and consult before I recommend any solutions or strategies. My approach partitions clients’ assets based on their short-, medium- and long-term goals to help keep people invested for the long run. I spend time discussing common behavioral mistakes and the impact they can have on achieving investment goals.Growing up, I watched my father, who was an accountant, provide tax services to friends and families. Seeing what a difference he made in their lives had a huge impact on me. I earned my MBA and pursued further education, including the Chartered Financial Analyst®, Certified Financial Planner™ and Certified Private Wealth Advisor® designations.When I’m not helping clients with their financial plans, you’ll find me cheering for any and all of the New York sports teams. Prior to Covid, I set a goal of visiting every continent. I enjoy reading, visiting museums, cooking, and technology, especially as it relates to financial services. I live in New York City, and I’m the father of an amazing 16-year-old.Savvy Wealth, Inc. is a tech company and the parent company of Savvy Advisors, Inc. All advisory services are offered through Savvy Advisors, Inc., an investment advisor registered with the Securities and Exchange Commission (“SEC”). Prestiq Wealth Partners Corp is a marketing name only and is not affiliated with Savvy Advisors, Inc.Louis Green is an investment adviser representative with Savvy Advisors, Inc. (“Savvy Advisors”). Savvy Advisors is an SEC registered investment advisor. Advisory services available from Louis Green are offered by Savvy Advisors. “5 Steps To Retirement Planning” (“E-Book”) is not endorsed by Savvy Advisors, nor did Savvy Advisors produce the content shared in the E-Book. The views and opinions expressed in the E-Book are those of Louis Green and do not necessarily reflect the views or positions of Savvy Advisors. Information contained in the E-Book has been obtained from sources believed to be reliable, but are not assured as to accuracy. To learn more about Savvy Advisors and Louis Green, please visit our website.