Case Studies
Lou Barberini
Background
Lou Barberini is a Certified Public Accountant and Financial Planner with Tre Api Wealth Management. Lou received his bachelor’s degree in accounting from the University of San Francisco and an MBA in Taxation from Golden Gate University. Uniquely, Lou put himself through school, by hustling on the steep stairs of the local ballparks for Harry M. Stevens and Bill Graham Production. Lou has been licensed in financial services for over 35-years. Prior to forming Tre Api Wealth Management, Lou was with Ernst & Young, Drexel Burnham Lambert, Charles Schwab, and Malcolm Gissen & Associates. Lou is a member of the California Society of CPA’s and the American Institute of CPA’s, where he passed the AICPA’s Financial Planning exam.
Challenge
He spent the midpart of his career with the San Francisco Police Department working undercover as a narcotics officer. He is the only officer in the history of SFPD to be designated to the Drug Enforcement Administration for his forensic and money laundering expertise. Lou has been quoted on financial matters in the Wall Street Journal, the Financial Times, the Chronicle, AICPA Planner, and Investment News. Lou has previously been on the board and treasurer of the Northern California Handball Association, Westside Observer, and Gotham by the Bay Media LLC. Lou is also on the board of the SFPD Widows & Orphans.
Solution
The primary strategy is to preserve and grow our clients’ families’ wealth for future generations. This is achieved by analyzing the risks and tax implications of each investment, as well as how the selection of investment choices diversifies our clients’ portfolios to mitigate the damage that can be caused by concentrated investment positions. Nimbus Design created a brochure style websites that communicates Lou Barberini’s services and messaging to cater to his target audience.