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Financial Advice That Makes the Complex Simple

Meet Lorenzo

 

Lorenzo has more than two decades of experience in the financial services industry and advising clients, making him an excellent Retirement Plan Advisor and Client Relationship Manager. A CERTIFIED FINANCIAL PLANNER™, 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.

A graduate of Fairfield University, Lorenzo helps strengthen his clients’ financial health through awareness, knowledge, planning and action. He sits on the Alumni Board for the PA Omicron Chapter of Sigma Phi Epsilon and 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. Lorenzo is an active member of the community and regional boards, focusing on local tourism, Conservation & Planning.

Outside of work, Lorenzo enjoys cooking, gardening, wine tasting, public speaking and traveling.

 

Favorite Food:

Bistecca Fiorentina

Favorite Book:

Professionally, “Good to Great” and personally, “The Giving Tree”

Hobby:

Traveling, Cooking & DIY Projects

Favorite Activities:

Cooking too much food for family, friends and loved ones

Favorite Quote:

“I passi piccoli, non si cade mai” which translates to “With small steps you will never fall down”

Place you would like to visit:

Anywhere I can see the Northern Lights