Louis A. Soriano CFP®, EA

Hello! I’m Louis A. Soriano, the President of Navigator Financial Strategies, Inc., where I specialize in personal and business tax preparation and planning, as well as wealth and retirement management services. With over 30 years of experience in income tax planning and preparation, I am dedicated to helping individuals and business owners achieve their financial goals.

I am a CERTIFIED FINANCIAL PLANNER™ Professional, a designation that signifies my commitment to rigorous professional standards and ethical principles. Additionally, I hold the Enrolled Agent (EA) designation from the Internal Revenue Service, allowing me to represent taxpayers in matters related to income tax.

I am originally from Brooklyn, I attended high school in Brentwood, and I currently work and reside in Smithtown, NY. Outside of my professional life, I enjoy cycling, playing pocket billiards, volunteering in my community, and spending quality time with my family.

If you're looking for personalized financial strategies or tax planning assistance, feel free to reach out to me!

Professional Licenses, Designations, and Memberships

• Licensed to use CFP® and CERTIFIED FINANCIAL PLANNER™ designations by the Certified Financial Planner™ Board of Standards. 
• Investment Advisor Representative - Advisory services offered through Cetera Investment Advisers LLC, Securities offered through Cetera Wealth Services LLC, insurance services offered through an affiliated insurance agency. 
• Enrolled Agent (EA) - Internal Revenue Designation
• Securities Licensed in the following states: CA, CT, FL, NJ, NY, and NC
• FINRA (NASD) Series 6 - Investment Co. Products/Variable Contracts Ltd Representative
• FINRA (NASD) Series 63 - Uniform Securities Agent
• Life, Health, and Accident Insurance Licensed in NY & CA
• NYS Registered Tax Preparer
• Member, Long Island Chapter of the Financial Planning Association (FPA)