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
OUR LATEST VIDEOS
LET'S DISCUSS YOUR GOALS
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.
Our primary regulator, FINRA, provides numerous investor education materials. One resource is BrokerCheck, which provides information about firms and financial advisors.
Finra/SIPC
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.
For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.
© 2021 Palm Planning Group. All rights reserved | Site Design: Digital Elevator | Legal | Privacy | Copyright & Trademark