Who We Are

Louis A. Tucci

Family Business Advisor

CExP

 

Louis A. Tucci started his career in Financial Services in 2000, coming from an entrepreneurial background of operating other successful businesses for over 30 years.

Using his business experience, Louis endeavors to help others achieve their financial independence.

He is a wealth advisor primarily for a select group of very successful business owners and individuals who amongst other things desire a work-optional lifestyle within 5 – 7- years. He has developed and refined a process that puts all the pieces of that puzzle together, so his clients have a complete picture.

He calls this process the D3 Process; Discover, Design and Deploy.

Standing by the importance of investing not just in one’s own future but in society’s as well, Louis is actively involved in several community and charitable organizations.

In the past, Louis has served on the Advisory Board of Bergen Community College @ The Meadowlands, Mentored veterans through the Veterans Launching Ventures program. Served on the board of Directors Lodi and Hackensack Boys and Girls Club.

Also served as an instructor and consultant to the Rutgers Business college designing courses on Strategic business Planning and Exit Planning.

Louis is a frequent Keynote speaker and presenter at industry association conferences and other venues.

Louis resides in North Haledon, NJ with his wife Linda and their pet Bichon, Ashley.

In his spare time, he enjoys spending time with family, cooking, travel, weight training and fishing.