Louis J. Perfetti, MS, CFP®, CEPA®
Senior Vice President
CONTACT
Louis J. Perfetti joined the McPeak Wealth Management Group in 2006 with a B.A. in Economics and concentration in finance from Rutgers, the State University of New Jersey. Louis works closely with individuals and businesses who are seeking increasingly complex solutions to meet their financial needs. As a CERTIFIED FINANCIAL PLANNER™ practitioner, Louis understands the complexities of the dynamic financial landscape. With a commitment to competence and education, Louis achieved his Master of Science degree in Personal Financial Planning in August 2015. Through a comprehensive planning process, he provides individualized action plans and portfolios designed to meet the specific goals of his clients. In addition, Louis is head of the group’s private lending which encompasses real estate lending, strategic credit options and specialty finance. Louis is a Certified Exit Planning Advisor® having earned the designation in February 2023. As a CEPA®, Louis works closely with business owners to build more valuable companies, align business, personal and financial goals and have value-added conversations around growth and exit. Louis is a sports enthusiast, active in competitive sports and youth coaching. Louis is on the Board of Directors for the UNICO-National Scholarship Foundation and is Vice President of Linwood Baseball Association. Louis resides in Linwood, NJ, with his wife, Heather, and their sons, Louis Jr. and Ryan.
CA Insurance License Number: 0I80187. Resident State NJ
