Louis Preseren, CFP®
Assistant Vice President, Financial Planning
Mr. Preseren joined Ancora in 2023 and specializes in financial planning solutions to help the firm’s clients meet their goals. Prior to joining Ancora, Louis worked as a wealth management analyst with Capital Advisors Ltd. where he helped manage client relationships and performed research on various investments. He started his industry career with Carver Financial Services in 2019 as a client service associate.
Louis earned a Bachelor of Business Administration degree, with a major in Financial Planning, from the University of Akron. Louis is a FINRA registered representative, holds the Ohio Life and Health insurance license and holds the Certified Financial PlannerTM designation.