Luisa O. Nemati, CFP®

Senior Financial Advisor
Luisa has over 30 years' experience in the financial services industry. She has extensive experience working with high net worth individuals and family-owned businesses. She enjoys working with entrepreneurs, female clients and multinational clients. Prior to joining The Milestone Group, she worked for over a decade as a Senior Wealth Advisor for a regional wealth management firm in Texas. She has also worked for a national bank and has extensive experience in financial planning and investment management strategies.  

Luisa is a CERTIFIED FINANCIAL PLANNER™ professional. She graduated with a Bachelor of Science in Home Economics and a Bachelor of Business Administration from the University of Texas at Austin. Luisa is also an active member of the Financial Planning Association and has served as a mentor with several charitable organizations and women’s initiatives.
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