Broker Check

Oakwell PWM - San Antonio, TX

Laurent "Lou" Boumaza, CFP®

Laurent "Lou" Boumaza, CFP®

Senior Private Wealth Advisor, Managing Member

Laurent (Lou) Boumaza is a CERTIFIED FINANCIAL PLANNER ™ professional and founding Partner of Oakwell Private Wealth Management. His primary goal is to exclusively focus his efforts on helping individuals develop, implement and successfully monitor their financial plan.

Laurent is a trusted advisor to a diverse group of individuals and families, including business executives, attorneys, physicians, engineers, professors, retirees, former professional athletes and many others located in Texas and across the United States. Lou provides his clients with vision, strategy, and structure when it comes to their financial needs by alleviating anxiety and instilling his clients with both comfort and confidence as they journey toward financial freedom.

Laurent graduated from Texas State University with a Bachelor of Business Administration degree with a major in Finance and completed the Financial Planning Certificate Program at the University of Texas at Austin:

Laurent (Lou) was born in Paris, France and moved to the United States to attend college and has been a resident of Texas ever since. He resides in Cedar Park with his lovely wife, Allison, and their three children. They enjoy participating in a variety of outdoor activities with family and friends.

-Founding Partner

-CERTIFIED FINANCIAL PLANNER ™ Professional