Louis Cano

Background

About Louis Cano

While working on the Pacific Coast Stock Options Trading Floor at age 18, I became fascinated with the world of finance. I am passionate about helping others learn about the complex world of investing and always strive to explain to my clients why we do, what we do, clearly and concisely. It has been a privilege to have long-term working relationships with some of the most interesting and accomplished people in the Silicon Valley and beyond. I have been blessed to have learned as much from them as they have learned from me. My focus is working with high net worth executives and families implementing wholistic family wealth plans with an emphasis on tax managed strategies like exchange funds and tax aware portfolios. I currently work and clear my client's investment trades through Merrill and have done so since 2008. Prior to Merrill, I worked at UBS, formerly known as PaineWebber, for 14 years.*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.