Louis Kokernak (CFA®, CFP®)

Louis Kokernak focuses in the
following client markets or areas of practice:

  • College/Education Planning
  • Corporate Executives
  • High Net Worth Client Needs
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice

Planning Specialties

Louis has been a practicing financial planner in Austin since 1995. His specialties include asset allocation, retirement planning, employer stock options, and college funding. Additionally, He teaches "Retirement Planning and Employee Benefits" with the St. Edwards MBA program.

Additional Information

Louis serves as treasurer for Literacy Austin. The association provides literacy services and ESL to the local community. He enjoys running and weightlifting in his spare time.

NAPFA Start Date

February 27, 2002

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This Office

210 Lee Barton Dr Unit 211 Austin, TX 78704-1044 Phone: 512 791 4335 Fax: 800 888 5480