Louis Falvo, CIMA® CDFA®
CEO and Founder
Louis Falvo is a graduate of Rochester Institute of Technology where he earned his B.S. in Finance with a concentration in Economics. Lou is a Certified Investment Management Analyst® which was issued by Investments and Wealth Institute in coordination with the Wharton Executive Education Program. The CIMA® certification is considered one of the most extensive international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals. CIMA® certification stands out among other financial certifications for its effective emphasis on the combination of theory and practical application.
After working at Morgan Stanley and Merrill Lynch, Lou decided to pursue becoming an Independent Financial Advisor and founded Cross Roads Investment Management in 2014.
In addition to his financial planning practice, Lou is a Certified Divorce Financial Analyst® and Founder of Cross Roads Divorce Advisors LLC. Lou specializes in evaluating and advising clients on the financial issues concerning divorce.
Lou is a sought-after speaker on the topics of financial planning and divorce financial planning. He has spoken to groups such Fairport Rotary, Fairport-Perinton Chamber of Commerce, Collaborative Law Association of the Rochester Area and Employee Assistance Professionals Association.
Lou lives in Mount Pleasant, SC with his wife Jen and twin boys Louis and Landon.