Louis J. Costanzo III, CPA, MBA, PFS, CFP serves as CPA* Partner to DeFranco Financial. He is the owner of Costanzo & Associates, PLLC, and is licensed to practice as a CPA in the States of Ohio, Pennsylvania and West Virginia.
Lou has a Bachelor's degree in Business Administration with a specialization in Accounting from Marshall University as well as a Masters degree in Business Administration with a specialization in Finance from Xavier University. Lou holds his Series 7 Registration with LPL Financial and Series 66 Registration with LPL Financial and Founders Financial Alliance, as well as his West Virginia Insurance License.
Lou has served as a speaker at numerous seminars regarding accounting, tax and valuation issues, has taught courses at local colleges, and has written articles for professional journals.
He is currently an active member of the American Institute of Certified Public Accountants, the West Virginia Society of Certified Public Accountants, the Ohio Society of Certified Public Accountants, the Pennsylvania Society of Certified Public Accountants, and the Upper Ohio Valley Estate Planning Council. He is currently Treasurer of the Ohio Valley Christian Soldiers and serves on the WV Board of Accountancy.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*CPA services are provided by Louis J. Costanzo III, CPA of Costanzo & Associates, PLLC and are not provided by LPL Financial, Founder's Financial Alliance, LLC or DeFranco Financial. Costanzo & Associates, PLLC, DeFranco Financial, Founder's Financial Allicance, LLC and LPL Financial are separate entities.Costanzo & Associates, PLLC is neither affiliated with, nor endorsed by DeFranco Financial or LPL Financial.