wiseradvisor

Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®
Palm Planning Group

Tel: (561) 689-6775
5652 Corporate Way
West Palm Beach, FL 33407
Palm Planning Group | Financial Advisor in West Palm Beach ,FL

About Palm Planning Group

Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.


General Information

Firm Start Year:   1980
No.of Employees:   2-4
Insurance License#:   A157382
States Licensed in:   Florida
Number of Years with Current Firm:   5
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses
Foreign Languages Serviced:   Spanish


Services

Investment Types:   Professional money managers, Insurance, Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via email, At my office, At your home, Video Conference, Via phone, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Group Health, Accident, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $100K+
Compensation Methods:   Based on Assets


Board Positions

Organization:  Palm Beach Habilitation Center  Lake Worth Florida
Position :  Chair
Duration :  07/01/2015-Currently holding

Organization:  Palm Beach County Sports Commission  West Palm Beach, Fl
Position :  Vice President
Duration :  07/2015-Currently holding



Faqs

  • Do you have a customer satisfaction or refund policy? If at any time in our planning process you can terminate the relationship and no additional fees will be assessed.
  • What are your qualifications? What is your education background? I have 40 years experience. I am Certified Financial Planner(CFP) since 2001, Chartered Life Underwriter. a Retirement Income Certified Planner Also a sub specialty in Special Needs Planning. Bachelor of Science in Business Administration
  • What is your approach to financial planning? Fiduciary first. We begin by asking questions what is important to you? What relationships are important? plus many others. We develop a mind map based on your answers helping you and us to know you better. If we both believe that we can add value we will have a formal engagement which outlines the services we offer and what to expect.
  • What services do you offer? Retirement planning both personal and business, Income planning, estate planning, 401k rollovers, and wealth management.
  • How many clients do you currently manage? 125
see more

Disclaimer

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.

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

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

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

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

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.

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 12:00 PM

Communities Served

Boynton Beach Delray Beach
Hobe Sound Jupiter
Lake Worth Loxahatchee
North Palm Beach Palm Beach
Palm Beach Gardens Wellington
West Palm Beach Royal Palm Beach

Social Networks

tweeter facebook linkedin google plus