Laurent “Lou” Boumaza CFP®

Senior Private Wealth Advisor | Partner

Problem-solving is practically part of Lou’s DNA, as he comes from a family of engineers, accountants, and doctors. When he discovered the financial planning industry, he was immediately fascinated by all there was to know and how variables interact to ensure all the pieces of a person’s financial ecosystem work together efficiently.

Having found his wheelhouse, Lou strove from then on to learn as much as he could about each puzzle piece of financial planning. He sought out mentors, brought forward creative solutions, and partnered with other experts to improve and excel in the industry. When he earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) certification, he became one of the youngest CFPs in the country.

Through a combination of hard work, patience, and a little bit of luck, Lou landed a role as manager of the Austin branch of a prominent investment firm. While he enjoyed learning from others during this eye-opening experience, he was not feeling professionally fulfilled.

Lou genuinely cares about his clients as people before anything else and is fully vested in their success. He setout and helped found Oakwell as an independent firm created and developed with client needs and best interests in mind.

Oakwell is competitive on pricing because we cut the middleman and continuously streamline our processes. By maintaining a low client-to-advisor ratio and working as a team for each client’s benefit, Oakwell develops personal relationships with our clients and knows their needs implicitly. Lou’s clients can enjoy being guided by someone with a deep understanding of their financial journey.

Lou is fiercely loyal to his clients, and as a family man, this carries into his personal life. He spends time with his wife, Allison, and their three children whenever he can. Lou also loves sports, especially soccer, and enjoys trying new restaurants around Austin.