
Crpc Cdfa Justin Lotano
I can help you plan for retirement- whether you hope to have access to a lifelong income stream,... | United States
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Crpc Cdfa Justin Lotano’s Location United States
Crpc Cdfa Justin Lotano’s Expertise I can help you plan for retirement- whether you hope to have access to a lifelong income stream, maintain flexibility and control of the principal, grow your retirement assets, or have enough income to last the rest of your life. I earned the designation of a Chartered Retirement Planning Counselor. The CRPC program is developed with a focus on client-centered problem solving. CRPC professionals go through an entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, and estate planning. I also attained the CDFA designation or Certified Divorce Financial Analyst. As a CDFA professional, I have specialized skills and experience that allows me to analyze the long-term financial impact of divorce. The reality is that for many people, divorce is the largest financial transaction of their lives. The role of a CDFA professional is to address the specific financial issues of divorce with data to help achieve equitable settlements. I hold a Bachelor’s degree in Business Management from Loyola University in Baltimore, Maryland. I am currently the President of the Colts Neck Lions Club. My wife, Christina, and I have two kids, Giovanni and Gabriella. Please contact me by e-mail [email protected] or by phone 732-576-4020. This information is intended for use only by residents of NJ, CA, DC, FL, MD, NY, PA, VA. Opinions and comments by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm. The use of the CDFA designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Crpc Cdfa Justin Lotano’s Current Industry Wells Fargo Advisors
Crpc
Cdfa Justin Lotano’s Prior Industry
Ameriprise Financial Services
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Wells Fargo Advisors
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Work Experience

Wells Fargo Advisors
Associate Vice President - Investments
Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ameriprise Financial Services
Financial Advisor
Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Feb 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Ameriprise Financial Services
Financial Advisor
Thu Jun 01 2006 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Apr 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)