With his knowledge and experience, Louis can help make sure you are comfortable with your investment plan. From there, he will regularly monitor your plan to determine if it is meeting your financial goals.
Meet Lou Petrucco, Financial Consultant and Chartered Retirement Planning Counselor (SM) at DFCU Financial Partners, registered through our broker/dealer CUSO Financial Services, L.P. (CFS).*
Lou is a 20+ year veteran in the industry and specializes in helping his clients understand how to position their assets to achieve their goals. Lou has prior experience at a large investment firm traveling the country to provide financial planning and complex investment analysis to client facing colleagues and wealthy clients.
Lou takes the time to educate his clients on the investment they own, why they own them and what they can expect.
Lou holds his Series 24, 7, 6, 63 and 65 FINRA licenses and is also licensed to sell securities in the following states: AZ, CT, FL, GA, KY, MI, NJ, NY, NC, TN, TX. Additionally, he has Life and Health Insurance licenses in Michigan and Tennessee.
As well as spending time with his wife, son and daughter, he enjoys long distance running. Lou has run several full marathons and continues to be active.
Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. DFCU Financial has contracted with CFS to make non-deposit investment products and services available to credit union members. DFCU Financial Partners is a division of DFCU Financial.