Navigator Financial Strategies, Inc.
CERTIFIED FINANCIAL PLANNER™ Professional
Louis A. Soriano is the President of Navigator Financial Strategies, Inc. He provides personal and business tax preparation and planning; as well as wealth and retirement management services. Lou is also a CERTIFIED FINANCIAL PLANNER™ Professional. CFP Board certifies individuals to use the CFP® certification marks in the U.S. by meeting rigorous professional standards and agreeing to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients. He is a Registered Tax Preparer with the Internal Revenue Service and New York State, and an Investment Advisor Representative through Avantax Wealth Management. Lou was born in Brooklyn, attended High School in Brentwood, and currently resides in Smithtown, NY. He enjoys cycling, pocket billiards, volunteering in the community, and spending time with his family.