Luis Chiappy, CFP®, CLU, ChFC, LUTCF

Senior Partner

  • 30+ years of industry experience
  • Holds FINRA series 6, 7, 22, 24, 26, 53, and 65
  • Member of the following industry and civic organizations: the Miami Association of Insurance and Financial Advisors (MAIFA) and FINSECA
  • Was awarded the title Retirement Planning Specialist
  • Past Board of Governors of the Greater Miami Chamber of Commerce and Past Chairman of the Coral Gables Chamber of Commerce
  • Luis resides in Coral Gables, FL with his wife, Cary


CFP® and CERTIFIED FINANCIAL PLANNERTM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements






Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.