About

Anthony M. Lofaso, CFP^®, CLU^®, RICP^®, ChSNC^®

Wealth Manager

Phone: (561) 689-6775

E-mail: tonylofaso@palmplanninggroup.com

EDUCATION:

The American College – Chartered Special Needs Consultant®- 2018

The American College – Retirement Income Certified Professional® - 2016

College of Financial Planning – Certified Financial Planner™ designation - 2001

The American College – Chartered Life Underwriter® – 1986

The American College – Chartered Financial Consultant® – 1985

BS Bradley University – Business Administration Bachelor of Science - 1972

EXPERIENCE:

J.W. Cole Advisors, J.W. Cole Financial 2014 - Present

Financial Consultant, AXA Advisors, LLC – 1980 to 2014

Primarily responsible for helping individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning.

Peace Corp Volunteer, Colombia 1974-1977

INDUSTRY RECOGNITION:

Past President Palm Beach County Chapter of Society of Financial Services Professionals

MDRT Foundation - Knight

Palm Beach County - NAIFA Community Service Award

Palm Beach County - NAIFA Agent of the Year 2003

COMMUNITY SERVICE:

Jaycees, West Palm Beach Chapter, President 1983-84; Rotary Club West Palm Beach, Member 2002-present, Board of Directors 2005, President 2011-2012; Civitan Club, 1988-1994, President 1991-92; Florida Easter Seals Society Palm Beach County, 1989-2011, Leadership Palm Beach County, 1996 graduate, President 2004-2005, Youth Leadership, Co-Chair 1997-2004, Adult Leadership Co-Chair 2005-2006, currently alumni; United Way Volunteer, Corporate & Allocation Committees, 1996-2011; Non Profit Resource Institute, Chairman, 2000-2004; Toastmasters International Talk of the Town Chapter, Past President, 1999-2000; Hispanic Chamber of Commerce of the Palm Beaches, Board Member 2003-2006,Member,2017-present; Palm Healthcare Foundation, Allocation/Grant Committee, 2006-20011; Palm Beach County Sports Commission,2010-Present Secretary – Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016 Present, Treasurer 2017, Board Chair 2018; The Gathering of Men Treasurer 2015-present.

PERSONAL:

Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren.

Alejandro Lofaso

Investment Advisor Representative

Phone: (561) 689-6775

Fax: (561) 689-9710

EDUCATION:

University of Colorado –Master’s Degree Bilingual & Multicultural Education - 2005

Metropolitan State College of Denver – Bachelor of Arts in Education (K-8) 2002

Florida State University – B.S .Finance & Multinational Business – Graduated Cum Laude -1999

EXPERIENCE:

J.W. Cole Advisors - Investment Advisor Representative – 2016 Current

Education – 2001-2016

Marketing Solutions for Insurance and Mortgage Professionals 2000

AWARDS:

Denver Public Schools “Gold Star Teacher Award 2005-2006”

Eagle Scout & Boy Scout of the Year - 1995

COMMUNITY SERVICE:

Easter Seals Society Soup Kitchen Volunteer-2004-2007

Denver Kids Big Brother – 2009-2011

ASSOCIATIONS:

Hispanic Chamber of Commerce of Palm Beach County 2016 – Present

NAIFA Palm Beach County 2016 – Present

NEA- National Educator’s Association 2002-2015

JCEA Jefferson County Education Association 2002-2015

Vice-President of the F.S.U. International Business Association - 1999

Brother of Alpha Kappa Psi. Professional Business Fraternity – 1999

PERSONAL:

Returning resident to Palm Beach County 2016

^{Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).}

^{Palm Planning Group and JWC/JWCA are unaffiliated entities.}

^{*Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.}

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About

Anthony M. Lofaso, CFP®, CLU®, RICP®, ChSNC®

Wealth Manager

Alejandro Lofaso

Investment Advisor Representative

Let’s discuss your goals

Anthony M. Lofaso, CFP^®, CLU^®, RICP^®, ChSNC^®