MS
Insurance Strategies, Investment Strategies (Reg. Reps Only), Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Business Owners
English, Chinese-Cantonese, Chinese-Mandarin
Louie Lau joined Catalyst Financial & Insurance Solutions in 2024 as its Chief Strategic Officer specializing in financial and retirement planning. Before joining Catalyst Financial & Insurance Solutions, Louie was with New York Life as a financial professional specializing in retirement planning and Long-Term Care. Louie became one of the top performing agents with New York Life since joining in 2017. Before New York Life, Louie was a successful executive and program manager for Fortune 500 companies such as Broadcom and Nortel Networks to deliver multi-million dollars programs. After 30 years in high-tech, Louie decided to transfer his risk management skills and the experience he gained from high-tech to a more satisfying and rewarding career in helping his fellow engineers manage their retirement and financial risks. Louie is born and grew up in Hong Kong and can speak both Cantonese and Mandarin. Louie got his BSEE from University of Wisconsin - Madison and MSEE from Purdue University. Louie is a crazy fisherman and would like to meet more fishing friends.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Purdue University: MSEE
University of Wisconsin-Madison: BSEE
Fishing
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)