Lou Kloppe, CEP®

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National Financial Education Institute, Non-Profit
National Small Business Association
Nations 1st Financial

222 Alexandra Woods Dr.
DeBary, FL 32713
(800) 501-2573

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CEP® Date Awarded
November 1, 2002

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Gerald "Lou" Kloppe, CEP®
Director - National Small Business Association,
CEO - Nations 1st Financial,
Board Chairman - National Financial Education Institute (a non­profit 501(c)3).

Lou works with individuals, business owners, and their families to minimize income tax obligations and estate taxes, while increasing personal wealth through a diverse range of investments. By utilizing conservative macro­ economic strategies, he can increase the velocity of his clients’ money by having a dollar address more than one investment goal at the same time.

Analyzing a client’s entire estate, including small, medium, or large businesses, real estate holdings, health insurance, life insurance, and debt, Lou is able to compile a comprehensive financial plan to meet the needs for both the present and the future. Few investment professionals have the experience or take the time to create such a comprehensive investment plan, as they choose to focus on just one investment vehicle.

A Certified Estate Planner™ has:

  • Completed a rigorous eight (8) module course of instruction in the field of estate planning,
  • Successfully passed a comprehensive examination process,
  • Shown a desire to associate with professional estate planning peers,
  • Agreed to comply with annual estate planning continuing education requirements, and
  • Ascribed to the practical guidelines and code of ethics of the NICEP.

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