Luis is a Partner at Paramount Financial Partners. He started his career with Equitable in 2021 after graduating from Marquette University. He currently holds his FINRA Series 7 and 66 registrations and WI Accident & Health, Life and Variable Licenses. Luis is currently pursuing his CFA® (Chartered Financial Analyst®) designation. In 2024, Luis joined an experienced group of financial professionals at Paramount, which consists of Financial Professionals registered and licensed with Equitable Advisors and Equitable Network who are distinguished for maintaining a high standard of experience and service.
With over 5 years of experience in the financial services industry, Luis understands the importance of helping develop customized strategies for each of his clients based on their needs. Luis provides financial planning strategies, wealth protection and estate planning strategies. Through a broad range of financial products and insurance-brokerage affiliate, he can offer a wide range of financial products and services, including the insurance and annuity products of Equitable Life Insurance Company (NY,NY) and a variety of well-known unaffiliated carriers.
Luis focuses on helping guide high-net-worth individuals—corporate executives, C-suite leaders, business owners, and entrepreneurs—through the complexities of wealth diversification. Whether it is restricted stock units (RSUs), navigating single-stock equity concentrations, or seeking to unlock the value of your business equity, he provides guidance to help protect and grow his client's wealth. With a focus on tax-efficient strategies, risk management, and personalized diversification, he helps clients as they strive toward their long-term goals.
Prior to his time in college, Luis spent his entire life in Madrid, Spain. Luis and his fiancée Meghan, live downtown Milwaukee. During his free time Luis is an avid tennis player who continues to participate in ITF Pro Tennis Tournaments throughout the year. Luis is fluent in French, Spanish and English as is currently involved with HPGM (Hispanic Professionals of Greater Milwaukee).