Luisa O. Nemati, CFP®
Senior Financial Advisor
"The Client always comes first."
Luisa Nemati has over twenty years of experience in the financial services and business management industries. Her background includes experience in business management and financing as well as working with individual and business owners areas such as investments, retirement planning, education planning and comprehensive financial planning. She enjoys working with and mentoring other women and working with international clients. She also enjoys mentoring new professionals entering the Financial Planning Profession. Luisa is a Certified Financial Planner and has been named in publications like Financial Advisor Magazine and Wealth Manager. She was the recipient of the "Pan-American Round Table Award at the University of Texas at Austin".
EXPERIENCE - More than 20 years
- Senior Financial Advisor - Weaver and Tidwell Financial Advisors, Ltd.
- Sr. Investment Representative - Banc One Securities
- Planning Associate - AXA Financial
- Business Consultant – Employee and Executive Benefits, Finance, Accounting, Insurance, and Human Resources for Engineering, Medical and Legal Practices
EDUCATION
- CFP®, Certified Financial Planner, College for Financial Planning, Accredited Investment Fiduciary, Center for Fiduciary Studies, University of Pittsburgh
- BBA - Management - University of Texas at Austin
- BS - Nutrition and Dietetics - University of Texas at Austin
- Post graduate studies in Accounting, Finance and Management Information Systems - University of Texas at Austin
AFFILIATIONS
- Member- Financial Planning Association
- NASD - General Securities Representative
- NASD - Investment Advisor Representative
- Texas Department of Insurance- Life, Health and Variable Products