Lou Czerwinski

About Lou Czerwinski

I help clients save, grow, and protect their wealth — and the people who matter most to them. At Allegiant Wealth Management, I deliver highly personalized financial advice that blends cutting-edge technology with time-tested research to create tailored strategies for each individual or family.With over 20 years of experience in the financial services industry, I provide comprehensive guidance in:Financial planningWealth and investment managementRetirement income strategiesTax optimizationRisk management and insurance401(k) plan support and business owner planningMy mission is to help clients navigate life’s financial complexities with confidence. Every client relationship is built on trust and a deep understanding of personal goals, values, and long-term vision. I take pride in developing clearly defined plans, tracking progress, and communicating consistently — because financial advice should evolve as life does.What sets my practice apart is a commitment to understanding the full picture, not just the portfolio. No two clients are the same — and neither are their solutions.

Experience

1. Sec Registered Investment Advisor

   Allegiant Wealth Management, Llc

   Oct 2019 — Present · CT, US

   I founded Allegiant Wealth Management to deliver truly personalized financial guidance that reflects each client’s unique life, goals, and challenges. With over two decades of experience in the financial services industry, I focus on building lasting client relationships, designing comprehensive financial plans, and managing investment strategies with discipline and care.Our firm offers full-spectrum wealth management, including retirement planning, tax-efficient strategies, risk management, Medicare solutions, estate planning, and business owner advisory services. We combine cutting-edge technology with time-tested research to craft tailored solutions—because no two clients are ever the same.I hold the Chartered Retirement Planning Counselor℠ (CRPC®) designation and maintain Series 7, 6, 63, 66, and 24 licenses.

Education

• Yale University

  Certificate, Financial Markets

• College for Financial Planning

  Chartered Retirement Planning Counselor (CRPC®), Financial Planning and Services

• Western New England University

  BSBA, Finance

  1999 — 2003