By joining Fortis Lux Financial, Herve Thenor-Louis continues to build on a financial services career that has spanned nearly three decades; with the guiding principle, that clients are best served when financial plans and strategies are consistent with stated objectives, as well as client deeply held values.
Herve uses a holistic approach when developing financial strategies to meet his clients’ short and long term financial goals. After thoroughly understanding clients’ financial objectives as well as their concerns and risk tolerance, he develops road maps to help them get to where they want to be 10, 20 and even 30 years down the road. Additionally, Herve enjoys working with other professionals, such as accountants and attorneys, to support the optimal client experience and expand business opportunities. He offers strategies in Retirement and Estate Planning, Education Funding, Business Planning and Risk and Wealth Management.
Committed to continuing professional education, Herve has earned several industry designations from the American College: ChFC (Chartered Financial Consultant), CLU (Chartered Life Underwriter), RHU (Registered Health Underwriter, and REBC (Registered Employee Benefits Consultant).
Herve graduated from Stony Brook University where he earned a Bachelor of Arts degree in Economics and a Master of Science degree in Technological Systems Management.
Herve enjoys reading, travel, trying different cuisine and a friendly round of golf. He resides with his wife and son in Forest Hills, New York.
“Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. Consult them for specific advice on legal and tax matters.”