Experience
Louis Cheregotis has been working with people for over 22 years on their investment and retirement needs. He started his career with Morgan Stanley. Within a few years, an executive search contacted him to join a division of GE Capital called Terra Financial. At GE Capital, he worked with CPAs on investment strategies for their clients. Travel became too much and Louis decided to work closer to home. Louis took over a financial advisor practice at AG Edwards and worked with his clients for 16 years in their Oakland, CA office. This became a Wells Fargo office. Joining C2C Wealth Management LLC and all of its team members has been a refreshing and exciting experience. We are all looking forward to a long and rewarding relationship at what we do best, working with people on what is important to them and their financial plans.
- Experience
Louis Cheregotis has been working with people for over 22 years on their investment and retirement needs. He started his career with Morgan Stanley. Within a few years, an executive search contacted him to join a division of GE Capital called Terra Financial. At GE Capital, he worked with CPAs on investment strategies for their clients. Travel became too much and Louis decided to work closer to home. Louis took over a financial advisor practice at AG Edwards and worked with his clients for 16 years in their Oakland, CA office. This became a Wells Fargo office. Joining C2C Wealth Management LLC and all of its team members has been a refreshing and exciting experience. We are all looking forward to a long and rewarding relationship at what we do best, working with people on what is important to them and their financial plans.