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Louis Wolkenstein
The Investment Advisor LLC, Investment Advice Designed for Your Circumstances Third Party, Impartial and Objective
Louis Wolkenstein is an experienced Investment Advisor located in Pennsylvania, serving a diverse range of clients including families, individuals, businesses, non-profits, retirement plans, trusts, and estates.
With a strong educational background in Political Science/Sociology from the University of Alabama Birmingham and the University of Pittsburgh, Louis brings a unique perspective to his practice.
Louis has held key positions in various organizations including Managing Principal at The Investment Advisor, E-Commerce Consultant at Solid Cactus Web.com, Inc., Financial Advisor at Morgan Stanley, Account Manager/Acting Manager at Bank of America, and Acting Branch Manager at Charles Schwab, showcasing his expertise in finance and management.
The Investment Advisor LLC stands out for providing tailored investment advice that is third party, impartial, and objective, ensuring that clients receive personalized solutions designed for their specific circumstances.