Louis Feinberg

The concept of “giving back” drives me to want to help people who may be facing financial challenges such as retirement income planning and educational funding. The process begins by using Merrill’s wealth planning approach to help you identify and pursue your financial goals and dreams. There are significant demands and complexities that can come along with different levels of wealth. Understanding your family, your concerns, goals and priorities provides the insight needed to walk you through a range of potential opportunities and strategies—and ultimately create a personalized plan that's aligned with your risk tolerance, time horizon, and liquidity needs. Think of me as a guide and teacher who can help you and your family—including the younger generation—understand the planning process, how the markets operate, and the power of creating a financial strategy designed to help you grow and preserve wealth. Appreciating the importance of being supported at various moments in life fuels our desire to offer the same commitment to you. I have a Business Degree from University of Arizona and hold the CERTIFIED FINANCIAL PLANNER® certification. In my out-of-office time, I’m very involved with my church and another national men's ministry. I live in Juanita Beach, Kirkland, Washington with my two small dogs (Bear and Simone) and love to participate in beach volleyball, basketball, hiking/walking, and other outdoor activities.