Lou Stanasolovich, CFP

Current

• Founder, CEO and President at Legend Financial Advisors, Inc.

Education

• Carnegie Mellon University
• Pennsylvania State University
• Certified Financial Planner Board of Standards Inc.

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Connections

231 connections

Industry

Investment Management

Websites

• Legend Financial Advisors, Inc
• Financial Planning Articles

Lou Stanasolovich, CFP’s Summary

I am the founder, Chief Executive Officer, and President of Legend Financial Advisors, Inc.® (Legend), a financial advisory firm providing fee-only Wealth Advisory Services, including Financial Planning and Investment Management strategies, to affluent and wealthy individuals as well as business entities and non-profit organizations.

I am also the editor of Risk-Controlled Investing, a monthly subscription-based service which guides financial advisors on how to build investment portfolios with lower risk, and a frequent provider of information to and source for the media on a variety of topics relating to financial planning and investing in the current markets.

Lou Stanasolovich, CFP’s Experience

• Founder, CEO and President

  Legend Financial Advisors, Inc.

  (Investment Management industry)

  Currently holds this position

Lou Stanasolovich, CFP’s Education

• Carnegie Mellon University

  Entrepreneurial Management Program 1999 — 2000

  This course provided an introduction to the way entrepreneurs think and act, and how entrepreneurs seek out innovative ideas, screen them and develop them into opportunities.

• Pennsylvania State University

  Bachelor of Science , Accounting , 1975 — 1979

• Certified Financial Planner Board of Standards Inc.

  CFP , Certified Financial Planner , 1984

Additional Information

Lou Stanasolovich, CFP’s Websites:

• Legend Financial Advisors, Inc
• Financial Planning Articles

Lou Stanasolovich, CFP’s Groups:

Co-founder of The Alpha Group, an exclusive association comprised of 17 senior investment advisors. All are principals of nationally recognized independent investment management firms throughout the United States. Collectively, they manage more than $4.0 billion of client investments. Member of National Association of Financial Advisors (NAPFA), the nation’s largest fee-only professional organization. Member of the Financial Planning Association (FPA). Elected to the International Association for Financial Planning (IAFP; a forerunner of the FPA) National Board of Directors for four consecutive one-year terms (1988-1992). Served as a member of the IAFP’s National Ethics Committee, Registry Committee, Education Committee, Investment Committee, and the Review Committee of The Registry of Financial Planning Practitioners. Former member of Certified Financial Planner Board of Standards Pass Score Committee.

•    Carnegie Mellon Alumni
•    Penn State Alumni
•    The Penn State Alumni Association
•    Carnegie Mellon Alumni - CMU Group
•    Financial Planner Alliance
•    The Penn State Alumni
•    Financial Advisor Network (FAN)
•    National Association of Personal Financial Advisors
•    Structured Products Association (350+) (structuredproducts.com)
•    PSU Startup Community
•    Executive Decision
•    Managed Futures Group
•    Hedge Fund Investors Group
•    Financial Planning Association
•    Structured Products and Investments 1000+ (structuredproducts.com)
•    Professional Networking: Naymz
•    Alternative Investments
•    Carnegie Mellon University
•    Accredited Investors Network
•    Fee Only Financial Advisors
•    Penn State Small Business Owners
•    Wealth Management Exchange
•    Orion Advisor Services, LLC
•    Legend Financial Advisors, Inc.
•    Penn State World Campus
•    Entrepreneur 2.0 (maxiwill.com)
•    Highland Capital Partners - Entrepreneur Network
•    AdvisorAssist
•    Senior Management Network
•    Business 3.0 (Business Owners Only!)
•    thesmallbusinessclub
•    The "Business Owner's Network"
•    FALA - Financial Advisors, Lawyers & Accountants
•    National CEO Network
•    Marketing To The Affluent Consumer
•    Finance Club
•    InvestmentNews
•    Launch Pad TechBytes for Business

Lou Stanasolovich, CFP’s Honors:

I have been named/selected:
• One of only four advisors in the country to be selected twelve consecutive times by Worth magazine as one of “The Top Wealth Advisors” in America.
• Five times as one of “The 150 Best Financial Advisors for Doctors in America”, Medical Economics magazine.
• Twice as one of “The 100 Great Financial Planners in America”, Mutual Funds magazine.
• One of “America’s Best Bosses”, Fortune Small Business magazine, October, 2004.
• Three times to the “IA 25” list, Investment Advisor magazine.
• One of the financial planning industry’s “Movers & Shakers”, Financial Planning magazine, 2006.
• 2008 Pacesetter, Smart Business Pittsburgh magazine.
• In 2009 as a nominee for the Ernst & Young “Entrepreneur of the Year” award for the Upstate New York, Western Pennsylvania, and West Virginia region.

Go to http://legend-financial.com/files/Marketing%20Awards%20Disclosure%20-%20Updated%207.3.09.pdf for a disclosure on these awards.

Lou Stanasolovich, CFP’s Contact Settings

Interested In:

• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch