Louis Masry

LouisMasry

Settlement and Planning Expertise:

  • 20 years of Financial Planning experience.
  • 6 years of Settlement Planning experience.
  • Instrumental in developing a complete financial assessment of a plaintiff’s immediate and long-term financial needs.  Using my expertise, I tailor a financial plan to meet the needs for income, medical care, education and retirement, as well as other future needs.
  • Provide plaintiff attorneys with fee structuring options, allowing them to take advantage of the unique opportunity to defer taxation on earned fees.
  • Review all legal documentation associated with the structured settlement transaction to make sure that it complies with the Internal Revenue Code provisions that govern the structured settlement industry.

Professional Experience:

  • Millennium Settlements, Inc., Tallahassee, FL
    Senior Settlement Planner, February 2001 - Present
  • Millennium Investment Services, Van Nuys, CA
    Vice President, April 2005 - Present
  • Sunrise Financial Services, Westlake Village, CA
    President, May 1996 - February 2001
  • Prudential Securities, Inc., Pasadena, CA 
    Assistant Vice President, March 1995 - August 1996
  • Dean Witter Reynolds, Inc., Pasadena, CA
    Financial Advisor, February 1992 - March 1995
  • New York Stock Exchange, Wall Street, New York, NY
    Senior Floor Reporter, March 1987 - September 1987

Professional Affiliations:

  • Affiliated Member of the Consumer Attorneys Association of Los Angeles
  • Affiliated Member of the Consumer Attorneys Association of California
  • Affiliated Member of the Association of American Justice (A.A.J.)
  • Millennium Settlements, Tallahassee, FL
  • Millennium Investment Services, Van Nuys, CA
  • Syndicated Capital, Santa Monica, CA

Professional Licenses and Designations:

  • Securities licensed (FINRA), Series 7 and 63
  • Life Insurance licensed in the following states: Arizona, California, Colorado, Connecticut, Delaware, Illinois, Massachusetts, Nebraska, Nevada, New Jersey, New York, North Carolina, Oregon and Texas

Recognition Awards:

  • AIM Mutual Funds 1997 Chairman’s Council
  • Evergreen Mutual Funds 1997 Executive Council
  • Public Justice (Formerly Trial Lawyers for Public Justice), Patron

Memberships:

  • President, Agoura/Oak Park/Conejo Valley Chamber of Commerce
  • National Structured Settlements Trade Association (NSSTA)

Education:

  • California State University, Northridge (Major - Political Science)
    September 1984 - June 1985
  • Los Angeles Valley College (Major - Political Science)
    September 1985 - April 1987

Board of Directors