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Louis C. Goeckel, CFP®

Louis C. Goeckel, CFP®

Wealth Manager, Financial Advisor

To book an appointment with Lou, please follow this link:

Lou is a Buffalo native and moved to Baldwinsville in 1999.  He and his wife, Shelly have two children, Catherine and Jack (John).  Both children attend Van Buren Elementary. As a family, they enjoy the outdoors, cooking together and spending their family vacations in North Carolina and Rhode Island. 

Lou earned his Bachelor of Arts in Economics from Buffalo State College, State University of New York. He was employed as a Senior Financial Advisor for Key Investment Services, LLC which is affiliated with KeyBank National Association for 20 years before coming to Excelsior Wealth Partners.  Lou has been a CFP Board CERTIFIED FINANCIAL PLANNER™ professional since 2012 and is also a current member of the Financial Planning Association®.