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
- 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