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Terrero
Louis R. Terrero, CPA, Registered Investment Advisor, CITRMS™, CLTC™

83 South Street, Suite 205

Freehold

NJ

7728

Professions

Certified Public Accountant and Registered Investment Advisor

About Me
Workshops Offered

• Asset Allocation & Modern Portfolio Theory
• Budgeting
• College Planning
• Estate Planning
• Exploring Your Options for a Quality Retirement
• Getting Fiscally Fit
• First Time Home Buyers
- Issues of Real Estate
• Financial Blunders - Lessons We Never Learn
• Getting Your Financial House in Order
• Social Security Explained
• I.D. Theft
• Investing Basics for Women
• Investment Concerns in a Fragile Market
• Issues of Ageing Parents
• How to Increase Your Health and Wellness
• LegaI Lessons for Life
• Maximizing the Right Mortgage Strategies in Today's Market
• Taking Control of Your Cash - Eliminating Debt
• Restoring Your Life after Covid 19
• Refinancing Your Mortgage 101
• Strategies for a Sustainable Income in Retirement
• Stress and Your Health
• ReaI Money - ReaI Estate
• Tax Planning
• The U.S. Housing Crisis
• Understanding 401k Rollovers
• Understanding Critical Disability Issues
• Women Approaching Retirement and Beyond
• You and Your Credit Score
• Securing your Financial Peace of mind.
• Roth IRA...another tax break for Americans

Louis R. Terrero, CPA, Registered Investment Advisor, CITRMS™, CLTC™ has been in the financial services industry since 1978, starting his career as an auditor for one of the “Big 8” CPA firms. He has extensive knowledge in many areas ranging from compliance and auditing to annuities, and investments and identity theft. He earned his “Certified in Long-Term Care” (CLTC) designation in January of 2019, and in August 2022 he became a National Social Security Advisor Certificate Holder. Louis has also taught accounting, economics and taxation courses as an adjunct professor at various colleges and universities in the New York City metropolitan area since 1991. Louis’s diverse background and passion for educating others help him serve his clients in ways that he takes much pride in.

Louis has always taken a “team of professionals” approach to serving his clients’ needs, and will regularly reach out to or include in his portfolio planning and management those agents and advisors who can add value to the process.

In his free time, you can find Louis spending quality time with his family and friends, following New York’s professional sports teams, reading historical novels, and traveling.

Lterrero@sofausa.org
732-984-9001

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