Louis V. Colella, CPA/PFS, CFP®, CEPA™, Managing Director, Business Growth and Transitions Team

Louis V. Colella is a seasoned financial professional with nearly four decades of experience, making his mark as a Partner, Wealth Advisor, and Managing Director of the Business Growth and Transitions team at JFS Wealth Advisors. Lou has been a driving force in the finance industry since 1985, leaving an indelible imprint on the field. In addition to professional advisor experience, Lou and has led the value growth and successful exits of several businesses in which he was an owner or partner.

In his current role at JFS Wealth Advisors, Lou leads a dynamic team dedicated to assisting business owners in enhancing the value of their enterprises and preparing them for seamless transitions or successions while aligning with personalized wealth management strategies. The extensive qualifications he’s earned include a Certified Public Accountant (CPA) designation in 1987, Accredited in Business Appraisal (AIBA) in 2007, Chartered Global Management Accountant (CGMA) in 2012, and CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and Personal Financial Specialist (PFS) in 2015. Lou further fortified his expertise with a Certified Exit Planning Advisor (CEPA) certification in 2020.

Lou’s professional repertoire encompasses a wide range of skills, from business value creation to meticulous business sale preparation. He is a maestro in customized financial planning, offering guidance in estate, income, and gift tax planning, risk and insurance management, and retirement planning. His multifaceted financial management skills extend to businesses and individuals, setting him apart as a true luminary.

Beyond his impressive credentials, Lou’s work is driven by a deep-seated passion for helping business owners and their families realize their aspirations and navigate successful business transitions. His contributions extend to the broader community, as he serves as a dedicated non-profit board member on various community boards and holds a prominent role as a founding member of the EPI Pittsburgh Chapter Board. Outside his professional commitments, Lou enjoys fly fishing, golfing, and participating in various outdoor activities.

Get In Touch:

Get Started With
JFS Today

Office Locations:

Bachelor’s Degree in Accounting, Youngstown State University

Credentials or Certifications:
Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER™, Certified Exit Planning Advisor


Business Growth & Transitions

Alicia M. Umbel, Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors

Alicia M. Umbel

Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.


Get to Know Us

Discover the dedicated professionals behind our financial planning success. Our team brings a wealth of expertise and a commitment to guiding you towards a secure financial future.

Subscribe to Receive Our Regular Updates

Subscribe to Be Invited to Our Upcoming Webinars