Louis Petrucco,
CRPC®
Senior Financial Consultant, DFCU Financial Partners
Meet Lou Petrucco, Financial Consultant and Chartered Retirement Planning CounselorSM at DFCU Financial Partners, registered through our broker/dealer LPL Financial.
Lou is a 20+ year veteran in the industry and specializes in helping his clients understand how to position their assets to achieve their goals. Lou has prior experience at a large investment firm traveling the country to provide financial planning and complex investment analysis to client facing colleagues and wealthy clients.
Lou takes the time to educate his clients on the investments they own, why they own them and what they can expect.
Lou holds his Series 24, 7, 6, 63 and 65 FINRA licenses through LPL Financial and is also licensed to sell securities in the following states: AZ, CT, FL, GA, KY, MI, NJ, NY, NC, TN, TX. Additionally, he has Life and Health Insurance licenses in Michigan and Tennessee.
As well as spending time with his wife, son and daughter, he enjoys long distance running. Lou has run several marathons and continues to be active.