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Louis J. Macloskey, CFP®, CLU, ChFC

Louis J. Macloskey, CFP®, CLU, ChFC

Founder

Louis J. Macloskey, CFP®, CLU, ChFC, graduated from the University of Florida in 1969 with a business degree in marketing and economics. The life insurance industry was his first area of interest, therefore he obtained a Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, PA in 1976.

With a desire to expand into securities and investments, he founded Financial Planning Investment Group in 1979. He went on to further his education and obtained his Chartered Financial Consultant (ChFC) designation from the American College in 1982. In 1995, Mr. Macloskey earned his Certified Financial Planner™ (CFP®) designation. He specializes in comprehensive financial planning.

  • Lou holds securities registrations 7, 24, 63 & 65 and can offer securities in the following states: AR, AZ, CA, CT, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, MN, MT, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, VA, VT and WA.
  • As an Investment Advisor Representative of Asset Planning Corporation, advisory services are offered in the states of: CA, FL, LA, NE, NH and NC.
  • Lou is licensed to sell insurance and annuity products in the following states: FL, SC, IL, CA, GA. MI, and OR.