Luis Miletti Jr.

I’ve always had a passion for people and a strong interest in math. Combining both of them led me to become a financial advisor, where I could help people achieve their goals through unbiased advice and guidance. 

My financial guidance is centered around a deep understanding of behavioral finance. Ultimately, this helps me understand why people make certain financial decisions. For clients, this allows me to help them understand why they want to make a specific decision and the outcomes they should consider. 

I work with high-net-worth individuals/families, business owners, pre-retirees, retirees, and non-profit organizations. 

I love the relationships that I have with the families that I serve. Helping clients navigate complex financial situations, walking them through the planning process, and ultimately seeing them fulfill their financial goals are the most rewarding aspects of what I do.

My areas of expertise span retirement income planning, investment management, behavioral finance, financial planning, risk management, and tax optimization. 

I help clients build personalized portfolios that incorporate risk tolerance and behavioral finance principles that ultimately reflect who they are while factoring in market fluctuations.

I was inspired by Savvy's dedication to creating customer-centric technology. I feel like Savvy starts with the client in mind and looks for ways to improve the client experience, especially their ability to view all aspects of their financial lives in one place.

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