ABOUT US
Since 1980, we've helped individuals and businesses make informed choices about their money, primarily through comprehensive Financial Planning.
ANTHONY M. LOFASO
CFP®, CLU®, RICP®, ChSNC®
Wealth Manager
RSSA.COM - Registered Social Security Analyst® - 2023
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
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
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
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 Chair Elect – Treasurer; VSA Board SENA Board member 2012-2016; Palm Beach Habilitation Center Member 2016, Board Chair 2018-present; The Gathering of Men Treasurer 2015-present.
Palm Beach County resident since 1979, married to Blanca for 42 years with three grown sons and three grandchildren.
ALEJANDRO LOFASO
Investment Advisor Representative
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
J.W. Cole Advisors - Investment Advisor Representative – 2016 Current
Education – 2001-2016
Marketing Solutions for Insurance and Mortgage Professionals 2000
Denver Public Schools “Gold Star Teacher Award 2005-2006”
Eagle Scout & Boy Scout of the Year - 1995
Easter Seals Society Soup Kitchen Volunteer-2004-2007
Denver Kids Big Brother – 2009-2011
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
Returning resident to Palm Beach County 2016