Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Principal

Louis Kokernak

CFA, CFP®

Haven Financial Advisors

Principal

Don't Invest with your Convictions! They are Probably Wrong. - Louis Kokernak, CFA, CFP®

512-791-4335

Fee-Only financial planner located in Austin, TX, serving clients locally and across the country

Meet Louis Kokernak

Louis Kokernak is a Austin, TX fee-only financial planner. Haven Financial Advisors provides comprehensive financial planning and advice to help clients get organized and take action toward their financial goals. As a fee-only, fiduciary, and independent financial advisor, Louis Kokernak is never paid a commission of any kind, and works only for the client - not a broker, insurance company, or bank.

Louis Kokernak is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Louis Kokernak is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

Contact Louis Kokernak

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Office Locations:

  • 210 Lee Barton Dr
    Unit 211
    Austin, TX 78704

Is Indexed Investing Too Big to be Successful?

Published on Dec 18, 2017

I review recent trends in the growth of indexed investing products. Will this growth adversely affect performance? Probably not.

How to invest your Health Savings Account (HSA)

Published on Oct 18, 2017

Louis Kokernak discusses some simple and effective strategies for investing and accumulating assets within your Health Savings Account

A Critical Look at the CAPE Ratio

Published on Sep 25, 2017

A review of the cyclically adjusted price/earnings (CAPE) ratio. Offers some reasons why this measure should be systematically higher in the present day. Also discusses the relative value offered by foreign stocks.

Haven Financial Advisors Discusses the Benefits of Foreign Stocks

Published on Sep 9, 2017

Provides a short rationale and the means for investing in foreign equities

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