Louis Wellmeier
Pursuing Level 1 Financial Therapist Certification at Financial Therapy Association
Based in Corte Madera, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Corte Madera
Industry
Financial Services
Company size
17
Contact information
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l•••••••@financialtherapyassociation.org
Phone
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Background
About Louis Wellmeier
Investments. Interest Rates. Financial Strategy. Estate Considerations. Tax Efficiency. Insurance. For many people, these topics can trigger discomfort and avoidance at the enormous cost summarized by Ben Franklin,"by failing to prepare, you are preparing to fail". Far too many people have experienced the traumatic emotional and financial costs of failed planning. This is why I decided to become a Financial Advisor: to empower people so they can confidently make well-informed planning decisions that they and their family members will appreciate for years. I am deeply grateful for the opportunity to partner with people who want to have a positive impact on those they care most about. I make sure they feel understood, informed, in control and secure along the way. I ask questions. I listen. I dig deep to understand what is most important to them. Only once I do, can I create a personalized strategy to help them achieve their most important long-term goals. My work doesn't stop there. I partner with them throughout their lives to help keep them on track during the good and bad times. We are proactive on what we can control and react quickly to things outside of our control. Nobody can do all of this alone. I'm grateful to be supported by the entire Edward Jones organization: thousands of dedicated and collaborative professionals and advanced technology that ensure my clients are providing the most current and comprehensive advisory services that are most appropriate to their respective needs and goals. For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see
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