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Luis Chiappy, CFP®, CLU, ChFC, LUTCF

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