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Louis E. Masry
Senior Settlement Consultant

951 Westlake Boulevard
Suite 204
Westlake Village, CA 91361

16217 Kittridge Street
Van Nuys, CA 91406
Toll Free: 800-573-8853
Tel: Ext. 1035
Fax: (805) 497-3377
E-mail Me 

Louis E. Masry

Settlement & Planning Expertise:

  • 23 years of Financial Planning experience.
  • 9 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 & 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
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