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Louis Anthony Falvo CDFA®, CIMA
Cross Roads Divorce Advisors LLC
3605 Clambank Dr |
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For over 20 years, as a Certified Investment Management Analyst®, Lou Falvo has been advising clients about all things financial: asset allocation, investment strategy, cash flow and lifestyle needs planning. His unique style for the wealth management process creates a warm, welcoming approach for appropriate planning solutions to help individuals and families support their most important financial priorities. Lou is a Certified Divorce Financial Analyst®. Lou specializes in evaluating and advising clients on the tax and financial aspects of divorce. With a first-hand and empathetic understanding of how highly emotional the divorce process can be, Lou is dedicated to reducing the burden of each client by thoroughly dissecting the financial elements of the client’s divorce, with a keen focus on what is in his or her best interests. He is committed to helping a client understand the more complex tax and financial implications of his or her particular case and provide thoughtful, objective solutions to the financial questions an individual must ask when filing for divorce. Lou is a member of The Monroe County Bar Association, Fairport-Perinton Chamber of Commerce, Investment Management Consultants Association, Institute for Divorce Financial Analysts, International Academy of Collaborative Professionals, Rochester Association of Family Mediators, EAPA Rochester and is active with Fairport Rotary. He also serves on multi-disciplinary team that includes law enforcement, medical and aging professionals that review referred cases for potential financial exploitation of the elderly. Lou lives in the Town of Perinton with his wife Jen, daughter Sophia and twin boys Louis and Landon. |
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800.875.1760
