660 Main Street S. 2nd Fl. Suite 1, Woodbury, CT 06798
Lorenzo has been advising clients in the financial services industry for over 20 years. A graduate of Fairfield University and a Certified Financial Planner™ Professional, he concentrates on building comprehensive wealth management strategies designed for busy business owners and families. Working together with his clients, these plans are designed to protect, grow and transition wealth in a tax-efficient manner. This is accomplished through a defined and disciplined process that begins with the client's goals and what is most important to them.
During his career, Lorenzo has successfully completed The Retirement Advisor University, Certified 401(k) Professional™ Designation through the UCLA Anderson School of Management. He holds the Charter Retirement Plans Specialist™ designation through the College of Financial Planning and the Essential Advisor™ Certificate through Cannon Financial Institute, Inc.
Lorenzo’s hobbies include cooking, gardening, wine tasting, public speaking and traveling. He sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon, is a graduate of BRBC's Leadership Greater Bridgeport, and is a Past President of Bethel Toastmasters. Lorenzo is a resident of Roxbury, CT where he is an elected Justice of the Peace and is the representative from Roxbury to the Board of Connecticut Tourism. Lorenzo is an active member of King Solomon Lodge No.7 in Woodbury, CT, St Elmo’s Commandery No.9 in Meriden, CT and the Lafayette Consistory in Stratford, CT.
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