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About

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

Wealth Manager

(561) 689-6775
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.

Photo of team member

Alejandro Lofaso

Investment Advisor Representative

(561) 689-6775
(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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  •   5652 Corporate Way, West Palm Beach, Florida 33407
  •   (561) 689-6775
  •   tonylofaso@palmplanninggroup.com

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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.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.

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