Lou Mohn
Partner at Opus Private Client, Llc
Based in New York, United States
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Seniority
C-Team
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
16
Contact information
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l•••••••@opus-pc.com
Phone
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Background
About Lou Mohn
As a former publisher and corporate executive my family has experienced the value of our firm's uncommon approach to comprehensive financial planning. Having joined Opus Private Client, my goal is to introduce my clients to the same personal CFO philosophy, help organize and design strategy to meet their individual goals. Although we cannot predict the future, our team, coupled with my strong knowledge of the marketplace allows for objective analysis and creative strategies for my clients. I have been recognized within the industry for the quality of my planning, as well as for the success I have achieved during my transition into financial services. Throughout my career, I believe my unsurpassed relationship skills help me build and maintain a valuable place in my clients’ lives. I am a husband of 40 + years and have two sons. I also share my home with two English Bulldogs. In my leisure time I enjoy fishing, golf and traveling to enjoy both pastimes. If you’d like to explore what it means to work with me, I can be reached at LMohn@Opus-PC.com or 914-215-1443./COMPLIANCE:2024-1208/
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