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Luisa Nemati has over twenty years of experience in the financial services and business management industries. Her background includes experience in business management and financing as well as working with individual and business owners areas such as investments, retirement planning, education planning and comprehensive financial planning. She enjoys working with and mentoring other women and working with international clients. She also enjoys mentoring new professionals entering the Financial Planning Profession. Luisa is a Certified Financial Planner and has been named in publications like Financial Advisor Magazine and Wealth Manager. She was the recipient of the "Pan-American Round Table Award at the University of Texas at Austin".
EXPERIENCE - More than 20 years
Senior Financial Advisor - Weaver Tidwell Wealth Management
Sr. Investment Representative - Banc One Securities
Planning Associate - AXA Financial
Business Consultant Employee and Executive Benefits, Finance, Accounting, Insurance, and Human Resources for Engineering, Medical and Legal Practices
EDUCATION
CFP®, Certified Financial Planner, College for Financial Planning, Accredited Investment Fiduciary, Center for Fiduciary Studies, University of Pittsburgh
BBA - Management - University of Texas at Austin
BS - Nutrition and Dietetics - University of Texas at Austin
Post graduate studies in Accounting, Finance and Management Information Systems - University of Texas at Austin
AFFILIATIONS
Member- Financial Planning Association
NASD - General Securities Representative
NASD - Investment Advisor Representative
Texas Department of Insurance- Life, Health and Variable Products | 