Lou has been helping clients achieve their lifetime and business goals for over 30 years. Lou and Cannataro Family Capital Partners (CFCP) have received national recognition being named to Forbes Top 250 Securities Professionals and Financial Times Top 400 Advisors across the nation. Lou is an credentialed advisor with nine advanced degrees and/or certifications in personal and business planning. He has a long history of becoming a well trusted family advisor not only for individual families but for his business owners as well. Lou is uniquely certified and more importantly, very experienced in creating synergy between personal and business planning.

After Lou finished his MBA in finance, he founded CFCP within Northwestern Mutual. He was the leading first year advisor out of his region, and has never looked back. Lou has always accredited his success to focusing on the development of long-term relationships with his clients. His "no nonsense" approach coupled with sound, consistent advice, has propelled his team to the top echelon of practices within Northwestern Mutual’s Wealth Management Company.

Not only has CFCP continually received accolades for outstanding performance each year, Lou's practice received the inaugural Financial Security Award (FSA) led the Eastern region then and has received the award every year since—the prestigious FSA is awarded annually for well-rounded financial planning and comprehensive competency.

A standout in the industry, Lou brings over 60 thousand hours of face to face meetings/experience to each meeting. His ability to utilize this experience and level of empathy demonstrated for his client’s goals an mission in life is evident in every conversation. Lou is known for his low-key, no nonsense approach to planning. He brings clarity to complex issues and provides transparency to the inner workings of each topic.

Professional Designations

• The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
• The Registered Employee Benefits Consultant (REBC®) designation is the undisputed professional credential for persons working in the dynamic fields of employee benefits, health insurance, incentive compensation, and retirement plan funding, installation and administration. The REBC® designation signifies that an individual working in these fields has attained comprehensive knowledge of the following subject matter: pensions, retirement, planning group medical plans, health insurance, long-term care, executive compensation, personnel management, and much more. The REBC designation is granted by The American College to individuals who successfully complete a challenging six course curriculum and meet additional expertise and ethics requirements.
• The Accredited Estate Planner (AEP®) designation is available to attorneys, Chartered Life Underwriters, Certified Public Accountants, Certified Trust and Financial Advisors, Chartered Financial Consultants, and CERTIFIED FINANCIAL PLANNER™ Professional. The AEP® designation is awarded by the National Association of Estate Planners & Councils to recognized estate planning professionals who meet special requirements of education, experience, knowledge, professional reputation, and character.
• The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on providing you with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. In earning the CASL® designation, you gain a thorough understanding of health and health care insurance-related issues, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
• The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU designation symbolizes continuing growth and commitment to professionalism.
• The Certified in Long-Term Care (CLTC®) designation is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate.
• The Retirement Income Certified Professional (RICP®). The RICP educational curricula is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.
• The Wealth Management Certified Professional (WMCP®) designation prepares advisors to build long-term wealth management plans. Advisors with a WMCP® designation have a deep understanding of wealth and investment management, and expertise on a wide array of topics, including portfolio theory, investment tools, tax rules, and wealth management strategies. Rather than focusing solely on investment choices, the WMCP® program ingrains complex wealth and investment management concepts through real-life simulations and state-of-the-art digital coursework. In an age of disruptive technology, the WMCP® program prepares advisors to deliver on clients’ highest expectations. The WMCP® designation provides your advisor with the education needed to deliver service and expertise aligned with your expectations, and to help you make informed financial decisions aligned with your long-term financial goals.
• The Chartered Special Needs Consultant (ChSNC®). A Chartered Special Needs Consultant has the specialized training and experience required to help manage the unique legal and financial planning needs for individuals with disabilities. ChSNCs take pride in ensuring they can adequately address the concerns, hopes, and goals of special needs families.

Education

• Manhattan College - Finance (M.B.A.)
• Manhattan College - Marketing (M.B.A.)
• College of Mt. St. Vincent - Business (B.S.)

Awards and Recognition

• FORBES TOP 250 Security Professional
• Financial Times Top 400 Advisor
• Life Time MDRT Member Million Dollar Round Table (MDRT), the Premier Association of Financial Professionals
• Qualifying life member of the Northwestern Mutual Forum, recognizing the highest level of productivity and excellence since 1998

Associations and Memberships

• National Association of Insurance and Financial Advisors (NAIFA)
• Society of Financial Service Professionals
• National Association of Estate Planning and Council

Personal

- Learn more about Lou -

Lou and his wife Colette reside in West Nyack, NY. Louis enjoys his family life. Colette and Lou spend the weekdays in NYC and the weekends down shore with their children Louis Frank, Caroline, Jack, Kate.

Lou enjoys his family life, skiing, fishing, golfing, biking, ice hockey, the Jersey Shore and catching up with Colette when she is back from her photography trips!?? Instagram: colettecannataroimagery

Lou has also been featured in major media outlets such as Barron’s, USA Today, The Wall Street Journal, Yahoo! Finance, Newsday, U.S. News & World Report.

Aaron Bell is a partner and lead advisor of Cannataro Family Capital Partners (FCP). He cares deeply about economic opportunity and helping families and businesses widen their circle of fortuity. With over 15 years of financial experience, his start in the industry came as a financial sector analytics researcher at FreshMinds consultancy in London until 2007. He then moved to New York, NY and worked in private equity for Quadrangle Group LLC, and later in leveraged finance for Barclays Capital. In summer of 2008, Mr. Bell sought a career in asset management to apply his broad understanding of capital markets and practical applications to managing risk. He began working as an investment professional specializing in portfolio construction, investment research and taxation strategies, alongside Principal Partner Lou Cannataro, a top echelon advisor within the Northwestern Mutual Wealth Management Company. Now, co-head of advisory review within the firm, Mr. Bell oversees strategy and diligencing for FCP’s investment research and execution teams. He earned the Chartered Financial Consultant (ChFC ®) and Charted Life Underwriter (CLU®) designations, holds a B.Sc. and B.A. with Honors from Pacific Lutheran University, obtained his M.A. from University of Oregon, and completed the Certified Investment Management Analyst program at The Wharton School of the University of Pennsylvania.

FCP advisors know what it takes to run a business and focus on what is best for clients and their financial goals. As independent professionals they do not have pressure or distractions from corporate or shareholder interests. Mr. Bell is a registered Investment Advisor Representative (IAR) with licensed competency to provide securities advice, manage portfolios, and offer financial planning. Mr. Bell is also a broker-dealer Registered Representative (RR), qualified to buy and sell securities such as stocks, bonds, funds and alternative investment products for individuals and entities. In addition to his FINRA Securities 7 and 66 licensing (incl. 65 & 63), he holds licenses for life and health insurance, annuities, disability income and he attained certification in long-term care insurance (CLTC®). Because of his registrations and licenses, Mr. Bell’s services uniquely include both fee-only and non-fee planning services for individuals, families, trusts, institutions, and foundations in 38 states.

Community Involvement

Mr. Bell lives in the West Village neighborhood of Manhattan with his wife Lydia, and their daughter and two sons, Loella, Edson, and Lyndon. He coaches high school varsity at The Heschel School (NY), is an Executive Committee member to the Board of Regents at PLU (WA), contributes on the Board of Advisors at Mansfield Hall College (VT, WI, OR), is Financial Counsel to the highly acclaimed Third Space Brewing Company (WI), humble recipient of several GABF medal awards, and serves as a Director in the Fulsom T. Jenkins Heritage Foundation, a national nonprofit/charitable organization based in Oklahoma City (OK).

Media Features

Aaron has been featured in major media outlets such as Fortune, Business Insider, Money, ThinkAdvisor, U.S. News & World Report, and others:

• 8 Mortgage Myths That Waste Time and Money | Money
• Parents Leverage in Children’s Home Purchases | Business Insider
• 6 Budgeting Hacks Money Experts Wish They’d Known 10 Years Ago |  Apartment Therapy
• 14 Money Moves You Will Be Thankful For | US News & World Report
• Budgeting for Life and Career You Want | The Place I Was Telling You About
• Average American Now Has $9k Less in Savings Compared to 2011 | GO Banking Rates.com
• How to Financially Plan for Your Summer Travels | The Place I Was Telling You About

Memberships

• Investment & Wealth Institute®
• Alzheimer’s Association of New York
• Metropolitan Museum of Art
• Whitney Museum of American Art
• Gotham Whale 501(c)(3)
• Monterey Bay Aquarium
• YMCA Minikani Alumni Board
• CBR® | Cord Blood Registry ®
• WNYC | Sustaining Member
• USAU | USAUltimate.org 501(c)(3)
• DiscNY | DiscNY, Inc. 501(c)(3)  
• NYHRC | New York Health & Racquet Club
• The Church of The Ascension, Episcopal (Greenwich Village)
• America The Beautiful | The National Parks and Fed Lands Pass

Annual Charitable Giving

• Fulsom T. Jenkins Heritage Foundation
• Greenwich Village School
• PS41 Book Fair + Auction
• Central Park Conservancy
• KPLU Jazz 24
• Housing Works
• TCS New York City Marathon
• Gurdjieff Foundation New York
• Camile A. Brown & Dancers
• TADA! Youth Theater
• American Museum of Natural History
• National Museum of the American Indian
• Big City Mountaineers, Inc. 501(c)(3)
• National Scholastic Chess Foundation 501(c)(3)
• Ultimate Impact 501(c)(3)
• CSUN | “CIPHOR” - Center For the Interdisciplinary Pursuit of Hip-Hop Elevation & Research
• NESA | The National Eagle Scout Association (Three Harbors Council 636)
• EAA |  Experimental Aircraft Association
• PLU | Pacific Lutheran University Ultimate Club
• U of O | University of Oregon Ultimate Club
• GVHPS | Greenwich Village Historical Preservation Society

Background

Louis has been part of Cannataro Family Capital Partners since 2011. He is a Private Wealth Advisor affiliated with the Northwestern Mutual Wealth Management Company and is a Registered Representative of Northwestern Mutual Investment Services, LLC maintaining FINRA Series 7, 6 and 63 registrations, as well as his NY life and health insurance license. Louis graduated from Temple University with degrees in finance and marketing.

Throughout his career, Louis has assisted high and ultra-high net worth individuals, executives, and families in all aspects of their financial planning, including investment strategies, retirement planning, risk management, and wealth preservation. He utilizes a client-centric approach, taking the time to understand their unique needs and aspirations to craft a well-tailored plan to help elevate their lives.

Louis is a CERTIFIED FINANCIAL PLANNER® professional, and has other designations and licenses in insurance, divorce planning, special needs planning, portfolio construction, and long term care.

Personal Life

Louis lives in Long Island, NY, with his wife Jenna and two daughters Caila and Brooke. In his spare time, he enjoys playing competitive volleyball, exercising, golfing and indulging in his passion for fine wine.

Community Involvement & Professional Memberships

• Junior Board Member of the Alzheimer’s Association – NYC Chapter
• Estate Planning Council of Westchester Member
• CERTIFIED FINANCIAL PLANNER® certificant
• Association of Divorce Financial Planners Member
• Institute for Divorce Financial Analysts Member
• Northwestern Mutual Private Client Group

Professional Designations

• The CERTIFIED FINANCIAL PLANNER® is one of the premier financial planning certifications in the industry. From budgeting, to planning for retirement, to saving for education, to managing a client's insurance coverage; "finances" doesn't mean just one thing for most Americans — and "financial planning" means much more than just investing. CFP® professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and make recommendations in the client's best interest.
  
  
• The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
  
  
• The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. The CLU designation symbolizes continuing growth and commitment to professionalism and continues to couple in-depth insurance knowledge with a comprehensive education in estate planning, business succession planning, and personal financial planning.
  
  
• The Chartered Special Needs Consultant® (ChSNC®) signifies expertise in financial planning for special needs individuals, their families, and caregivers. A Chartered Special Needs Consultant has the specialized training and advanced knowledge to champion for special needs individuals with honesty, ethics and compassion
  
  
• The Certified Divorce Financial Analyst (CDFA®) designation is a professional credential designed for financial professionals who specialize in helping individuals and couples navigate the financial aspects of divorce. By utilizing their expertise, a CDFA can help individuals make well-informed decisions that align with their financial goals and protect their financial interest during the divorce process.
  
  
• The Wealth Management Certified Professional (WMCP®) designation prepares advisors to build long-term wealth management plans. Advisors with a WMCP® designation have a deep understanding of wealth and investment management, and expertise on a wide array of topics, including portfolio theory, investment tools, tax rules, and wealth management strategies. Rather than focusing solely on investment choices, the WMCP® program ingrains complex wealth and investment management concepts through real-life simulations and state-of-the-art digital coursework. In an age of disruptive technology, the WMCP® program prepares advisors to deliver on clients’ highest expectations. The WMCP® designation provides your advisor with the education needed to deliver service and expertise aligned with your expectations, and to help you make informed financial decisions aligned with your long-term financial goals.
  
  
• The Certified in Long-Term Care (CLTC®) designation is the long-term care insurance industry's only independent professional designation. Created in 1999, the program is focused on the field of long-term care planning and provides legal, accounting, insurance and financial service professionals the critical tools necessary to create a plan that preserves the emotional, physical, and financial wellbeing of a client's family should care be necessary. Once established, options to fund that plan--including Medicare, Medicaid, the Veterans Administration, self-funding and long-term care insurance--are reviewed and recommended where appropriate.
  
  

Sabena is currently responsible for managing and organizing some of the day-to-day operations at CFCP. 

She has extensive experience of over 30 years in the financial services industry and established her career as an associate at Cannataro Family Capital Partners in May 2011.  She started out managing the life, disability and long-term care insurance underwriting process, preparation of planning presentation materials including illustrations and analyses, and all aspects of office technology.  She received her Bachelor of Science in Accounting and Economics at Queens College. Sabena is also licensed in Life, Accident, and Health Insurance.

Over the years, Sabena continues to provide excellent customer service support to all existing clients, is extremely organized, and is an absolute asset to the team.

Sabena’s work ethic and performance has always been excellent.  She is a proud mom of 3 lovely kids.  In her spare time, Sabena enjoys spending time with her family and friends and relaxing on the North Shore.

Community Involvements:

• American Cancer/Relay for Life
• International Thymic Malignancy Group
• Alzheimer's Association of New York

Colette is currently responsible for CFCP's business affairs, marketing, and public relations.

She was the first employee of CFCP, and without her help and dedication, it would have never risen to the height of its success. Colette also worked for 15 years on the equity sales desk at Lazard Freres & Co. in Manhattan. She then took on an even more stressful job full time raising her five children. That mission, although never complete, is done! Colette came full circle and rejoined CFCP.

Colette received her B.A. from The College of Mount Saint Vincent in business and communications.

When Colette is not working, she can be found in the pit at Springsteen concerts, spoiling her grandchildren and photographing the world https://www.colettecannataro.com 

Frank joined Cannataro Family Capital Partners as our Financial Planning Analyst. He has successfully passed the Life & Health Insurance exam and obtained the designation for Certification in Long Term Care (CLTC®). Frank currently serves as an Insurance Operations Associate, while maintaining the day-to-day workflow of the team. Frank graduated from the University of Vermont with a Bachelor’s degree in Business Management. He currently resides in Manhattan. In his spare time, Frank enjoys golfing, and spending time with his family.

Jack joined Cannataro Family Capital Partners as our Project Manager. Jack arrived with experience in retail banking and customer service with the day-to-day development and implementation of our clients' education and retirement planning analysis.

Jack graduated from Quinnipiac University with a degree in Finance, with honors from both the National Honor Society (NHS) and Quinnipiac Lender School of Business. During his junior & senior years of college, he was selected by the Lender School of Business to participate in QU's Applied Portfolio Management class as a Student Portfolio Analyst for Quinnipiac University's Student Managed Portfolio. During his senior year, Jack was then invited back to assist with co-teaching seven junior student-analysts to determine future portfolio allocation. Jack is also a member of the International Financial Management Association Honor Society, Catholic Rugby Crew, and Foundation 4 Orphans. Apart from his studies at Quinnipiac, Jack played rugby for New Blue Rugby and Quinnipiac Men's Rugby Football Club (QURFC).

Jack currently resides in New Jersey. He enjoys spending his free time with family and friends doing various activities such as skiing, boating, golfing, and fishing. Jack also enjoys packing up his truck on the weekends and going on road trips to the greater New England area.

Community Involvement and Memberships:

• Northwestern Mutual Private Client Group
• Alzheimer's Association of New York
• Financial Management Association International Member
• Lavallette Fire Department, Firefighter
• Edgewater Fire Department, Firefighter

Tim joined Cannataro Family Capital Partners as an Insurance Specialist, looking to master the defensive aspect of our client's planning.  Tim graduated from SUNY Oneonta with a Bachelor’s degree in Business Economics.  He has also secured the Life and Health Insurance License.

Tim came from a world of customer service and now applies his expertise in all the review, execution, and servicing of our clients’ defensive solutions.

Tim likes to spend his free time down the shore with his friends and family.  He currently resides in Rockland County, New York.

Christian, a finance professional originally from New Jersey, holds a BS from Bentley University with a major in sales and a minor in finance. Noteworthy in his academic journey, he was a part of Bentley's Investment Club, focusing on the energy sector, and actively participated in Bentley’s Real Estate Club.

Christian is a licensed financial professional with credentials including FINRA Series 7 and Series 63. Before joining Cannataro Family Capital Partners, he contributed his expertise to Fidelity's Institutional Investment Team.

Currently residing in Manhattan, Christian balances his professional pursuits with leisure. In his free time, he enjoys quality moments with friends, engaging in activities such as traveling, boating, and golfing.

As our Director of Operations and Development for our data services desk, Will is responsible for engineering the data infrastructure and pipeline that interacts compliantly with Northwestern’s multiple Data Platforms.  His work provides advanced analytics and reporting services, increases workflow efficiencies, and benchmarking for CFCP™’s Investment, Insurance and Planning Teams.

Will has a PhD in Computational Science, from Wesleyan University.  He has been contracting with CFCP™ since 2018 developing various software development projects and started full time in April 2023.  He has vast experience working with Big Data, and has worked previously in various fields, such as: BioTech, News Media and Entertainment , Cryptocurrency Analytics, Fantasy Sports, and E-Commerce.

He lives in Manhattan with his wife, 3 kids and a dog, and in his free time he loves biking to the office, and playing squash right after lunch on Fridays. 

Caroline joined Cannataro Family Capital Partners as one of our financial planning coordinators. She is responsible for the transparency and dissemination of action items in the office and for supporting productivity in a macro sense. She comes to us from Enterprise Mobility where she was managing her business unit and dedicated team.

Caroline graduated in 2017 earning a BA from Rider University and in her spare time she loves to horseback ride and spend time with her family down the shore.

Dylan joined Cannataro Family Capital Partners as an Investment Specialist in May 2024. Graduated from the University of Scranton in 2021 with a Bachelor’s Degree in Finance. Successfully passed the Series 7, Series 66 and Life, Accident and Health Insurance Licenses. Prior to working at CFCP, Dylan worked for Equitable Holdings and Edward Jones.

Currently residing in Bergen County, NJ. He spends his free time with friends and family doing activities such as playing softball, golfing, bowling, fishing, and snowboarding.