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Louis Proto CFP®, CPA

Louis Proto CFP®, CPA

Owner

Louis is a lifelong resident of Olean and has over 20 years of experience as a financial planner. He is a certified public accountant licensed in New York and Pennsylvania and is also a Certified Financial Planner. Louis earned his bachelor's degree in Business Administration from Saint Bonaventure University. He also holds a Master's Degree in Taxation from Canisius College and a Graduate Tax Certificate from the University of Buffalo.