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Louis F. Batmale, AIF®Accredited Investment Fiduciary®

Louis F. Batmale, AIF®
Accredited Investment Fiduciary®

Financial Advisor, Principal and Owner

Louis F. Batmale is the President and Owner of Alders Financial Solutions in Novato, California.  Beginning in 2000, Louis has built a practice on providing wealth management solutions for his clients with customized financial planning strategies. Lou’s ability to combine both compassion and experience is the foundation of the firm’s success which includes a team of highly and diversely experienced, educated professionals.

Lou earned a BA in Economics from St. Mary’s College and began his financial career with Lincoln Financial Advisors.  Lou joined LPL Financial in 2006 as an Investment Advisor and Financial Advisor and is a Registered Principal with LPL.  Lou has been recognized by Forbe’s magazine as one of the 2021 “Best-In-State” Wealth Advisors for California.  He continues to be recognized annually for his outstanding achievements in customer service and awarded the Chairman’s Council award, a top distinction based on 2020 production and presented to less than 2% of the firm’s 17,000 advisors nationwide.

Lou’s professional registrations include the FINRA Series 24 (General Securities Principal, Series 7 (General Securities Representative), Series 66 (Uniform State Law).  Lou also holds a California Life, Disability and Variable Annuity Insurance License.  Lou has also received formal training in investment fiduciary responsibility and joined an elite group of financial professionals by earning the Accredited Investment Fiduciary® (AIF®) designation. Attainment of the AIF credential demonstrates a comprehensive understanding and ability to follow a fiduciary process with focus on the clients’ best interests.

With an ability to communicate complex topics in a straightforward manner, experience, and the technical knowledge necessary, Lou and his team have the ability to work closely with clients aiming to provide reliable wealth management services on a wide range of financial topics. Lou’s focus is on cultivating long term client relationships and building trust while helping clients pursue their long-term goals.  Lou is deeply humbled and grateful for all the wonderful experiences and relationships formed through this process and throughout the years.

The cornerstone of Lou’s success centers on the principles and work ethic instilled in him by his parents and extended family. His family legacy includes Batmale Hall at the City College of San Francisco where his Grandfather served as the school Chancellor. He is a resident of Marin County and active in the Bay Area community. As a proud parent of four children, Grace, Keely, Adrian and Ivy, together they enjoy family gatherings at home, North Lake Tahoe, swimming, cycling, and travel. Lou is a longtime active member of The Olympic Club in San Francisco, serves on several community boards and works with numerous charitable organizations including the UCSF Medical Center, the Leukemia & Lymphoma Society and Camp Okizu, as he has a great passion for finding the cure.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC - Financial planning offered through Alders Financial Solutions a registered investment advisor and a separate entity (from LPL Financial). CA Ins. License #0C82990