Luis Heredia
Partner and Investment Adviser @ Paramount Financial Partners in alliance with Equitable Advisors
- Role
- Financial Advisor at Equitable Advisors
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Luis Heredia
Partner and Investment Adviser at Paramount Financial Partners in alliance with Equitable Advisors.I specialize in guiding high-net-worth individuals—corporate executives, C-suite leaders, business owners, and entrepreneurs—through the complexities of wealth diversification. Whether you’re managing restricted stock units (RSUs), navigating single-stock equity concentrations, or seeking to unlock the value of your business equity, I provide tailored strategies to protect and grow your wealth. With a focus on tax-efficient planning, risk management, and personalized diversification, I help you transition from concentrated positions to a balanced portfolio that aligns with your long-term goals. Let’s turn your hard-earned success into lasting financial security. I hold the Series 7, 66, and Life and Health Insurance licenses, and I am fluent in English, Spanish, and French. CFA Charteredholder candidate. I graduated from Marquette University with a BS in Finance and Information Technology, where I also captained the men\'s tennis team and earned the All Big East First Team honor.#GoMarquette
Experience
Financial Advisor
Aug 2021 — Present · New York, NY, US
Education
University of Cambridge
CPE (Certificate of Proficiency in English), ENGLISH
2015 — 2017
Marquette University
Bachelor of Science - BS, Finance and Information Technology
2017 — 2021
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