Louiza Smith

7 Years

Years in the industry

Wealth Management

Department

CFP(R), EA

License

Financial planning with depth and precision

I provide tax and wealth management advisory to help clients achieve their financial goals with confidence and clarity.

Experience

Advisor

ACap Asset Management

7 years

Client Relationship Manager, ACap Asset Management — developed a strong foundation in client service before transitioning into her advisory role.

Certifications & licenses

CERTIFIED FINANCIAL PLANNER™ (CFP®)
IRS Enrolled Agent (EA)

Education

Bachelor of Arts in Anthropology

University of California, Los Angeles

Personal Financial Planning Program

UCLA Extension

Designations

Certified Financial Planner (CFP®)
Enrolled Agent (EA)

Beyond the firm

Recognition and community

Recognitions

Outreach

Off the clock

Three questions

What do you love most about your job?

That “aha” moment where clients realize they can achieve the financial objectives they thought were too difficult when provided professional guidance and support.

What’s your favorite book, movie, or TV show?

Book/movie: Harry Potter Series. TV show: The Office (USA) & Game of Thrones.

What’s a fun fact about you that most people don’t know?

I’m a fan of professional wrestling.

Work with ACap

Tax and investment decisions, handled by one team.

ACap is an independent fiduciary firm — advisors and CPAs working from the same plan, in the same office.

Become a Client

Meet the team

More of the team

Ara Oghoorian

Founder

I founded ACap Asset Management in 2009 with a distinct…
Matthew Crisafulli

Partner

I work across both Wealth Management and Accounting, providing clients…
Arman Vartani

Payroll Specialist

I help businesses process payroll, maintain compliance with payroll tax…
Carina Oghoorian

VP of Marketing

VP of Marketing leading ACap's brand strategy, client messaging, and…