Louis Wellmeier Email and Phone Number
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Louis Wellmeier personal email
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Investments. Interest Rates. Financial Strategy. Estate Considerations. Tax Efficiency. Insurance. For many people, these topics can trigger discomfort and avoidance at the enormous cost summarized by Ben Franklin, "by failing to prepare, you are preparing to fail". Far too many people have experienced the traumatic emotional and financial costs of failed planning. This is why I decided to become a Financial Advisor: to empower people so they can confidently make well-informed planning decisions that they and their family members will appreciate for years. I am deeply grateful for the opportunity to partner with people who want to have a positive impact on those they care most about. I make sure they feel understood, informed, in control and secure along the way. I ask questions. I listen. I dig deep to understand what is most important to them. Only once I do, can I create a personalized strategy to help them achieve their most important long-term goals. My work doesn't stop there. I partner with them throughout their lives to help keep them on track during the good and bad times. We are proactive on what we can control and react quickly to things outside of our control. Nobody can do all of this alone. I'm grateful to be supported by the entire Edward Jones organization: thousands of dedicated and collaborative professionals and advanced technology that ensure my clients are providing the most current and comprehensive advisory services that are most appropriate to their respective needs and goals. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see http://www.edwardjones.com/disclosures/social-media./*********/For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see www.edwardjones.com/disclosures/social-media.
Edward Jones
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- 35357
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Financial AdvisorEdward Jones Nov 2023 - Present -
Pursuing Level 1 Financial Therapist CertificationFinancial Therapy Association Dec 2021 - Present -
Philanthropic And Legacy AdvisorUnleashinggenerosity.Org Jan 2014 - Jan 2022Tiburon, Ca● Empowered and educated clients to better understand technical legacy-planning concepts (e.g. investment planning, estate planning, life insurance) and topics that can be overwhelming or otherwise create anxiety and delay clients taking action to create effective legacy planning. ● Empowered prospects and clients in order to understand their legacy planning goals and fears and help them to better visualize those outcomes through thought-provoking questions. ● Recommended updates to investments and estate planning.● Supported wealth holders exploration of topics on inheritance events, choosing and managing financial advisors, firms, and legacy planning best practices.
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Financial Planning Graduate StudentGolden Gate University Aug 2019 - Sep 2021San Francisco Bay AreaEarned Master of Science in Financial Planning and Certification in Financial Life Planning -
Investment ConsultantWellmeier Consulting 2011 - Nov 2014San Francisco Bay Area● Recommendations to private individual investment, legal, insurance and inheritance projects. ● Consulting clients included reviewing intellectual property contracts and licenses for a biotech company, and estate resolutions (including being on retainer for a private client for the entirety of 2013)
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Financial AdvisorNorthwestern Mutual 2010 - 2011Menlo Park, California● Conducted independent analysis of competing life insurance companies and types of life insurance policies. Identified ways to maximize the efficiency and effectiveness of customized life insurance policies to exceed clients’ needs. -
Wealth AssociateMerrill Lynch 2008 - 2010Menlo Park, California● Developed and maintained strong relationships with clients.● Utilized independent investment software to create and monitored customized investment portfolios based on client data and information compiled. ● Conducted independent investment analysis to identify which investment strategies, individual investments and risk management tools are most efficient, effective and consistent at achieving long-term investment goals.
Louis Wellmeier Skills
Louis Wellmeier Education Details
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Wills, Trusts And Estates -
Marketing -
Financial Planning And Life Planning
Frequently Asked Questions about Louis Wellmeier
What company does Louis Wellmeier work for?
Louis Wellmeier works for Edward Jones
What is Louis Wellmeier's role at the current company?
Louis Wellmeier's current role is Financial Advisor at Edward Jones. I help professionals and business owners keep more of what they earn and accomplish their most important long term goals..
What is Louis Wellmeier's email address?
Louis Wellmeier's email address is louis_wellmeier@ml.com
What is Louis Wellmeier's direct phone number?
Louis Wellmeier's direct phone number is +165052*****
What schools did Louis Wellmeier attend?
Louis Wellmeier attended Seattle University School Of Law, Seattle University, Golden Gate University.
What are some of Louis Wellmeier's interests?
Louis Wellmeier has interest in Social Services, Children, Collecting Antiques, Cooking, Electronics, Human Rights, Economic Empowerment, Education, Reading, Holistic Inheritance Consulting.
What skills is Louis Wellmeier known for?
Louis Wellmeier has skills like Wealth Management Services, Investment Strategies, Wealth, Wealth Management, Finance, Retirement, Investment Advisory, Asset Allocation, Retirement Planning, Portfolio Management, Risk Management, Financial Advisory.
Who are Louis Wellmeier's colleagues?
Louis Wellmeier's colleagues are Theo Williamson, Cfp®, Aams™, Katie Taylor, Kate Barnidge, Annette Goldman-Pavlak, M.a., Don Friday, Brooke Colombo, Kurt Valdez.
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