Luis Pinto,

Luis Pinto serves as Lead LifeWealth Advisor at The LifeWealth Group, where he provides direction and oversight for the Planning Department. In his role, he works closely with our advisory team to develop detailed, forward-looking strategies designed to bring structure and confidence to each family’s financial life.

Luis approaches planning with discipline and depth. He carefully evaluates income sources, tax considerations, distribution strategies and long-term objectives to help ensure every recommendation is intentional and well-coordinated. His focus is on building plans that are sustainable, organized and aligned with what matters most to the families we serve.

Luis has earned the Certified Retirement Planning Counselor™ (CRPC®) designation.

Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.