Louie Rosalez started with HK Financial Services (now Avantax Planning Partners), a CPA-focused registered investment advisor, in 1998. He held multiple leadership roles, including overseeing marketing and new business initiatives, the advisory team, as well as developing resources for firms to grow and successfully integrate planning into their firms.
He is focused on helping CPA firms across the nation develop successful wealth management practices and works closely with CPA firm leadership and accounting firm affiliates to manage the transition to advisory, visioning, accountability and more. He serves as a senior leader to the wealth management division of Avantax, supporting the division by launching and growing advisory strategies across the organization. Throughout his tenure, Louie led rapid growth of the organization, all fueled by his passion to assist clients in defining and working to achieve their long-term financial goals.
Louie is a Chartered Estate Planning Practitioner (CEPP).