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Justin Lotano  CDFA® CRPC

Justin Lotano CDFA® CRPC

President

Justin’s true passion in this life is helping people. Justin prides himself on helping people pursue their financial goals. Whether someone is going through a major life transition such as divorce or looking to achieve a successful retirement, he works with them one on one to get to understand and prioritize their goals, and then create a plan to pursue them.

Having discovered his passion for investment planning and helping clients pursue their retirement goals, Justin is fully committed to providing advice and guidance and helping his clients plan for and live the retirement lifestyle they have planned.

Justin has also earned his CDFA® certification or Certified Divorce Financial Analyst. As a CDFA® professional, he has specialized skills and experience that allow him to analyze and address the specific financial issues of divorce.

Helping people goes far beyond just his job. Justin is very committed to his community and is currently the President of the Colts Neck Lions Club. He is also involved in the Association of the US Army, HABcore, and the Covenant House. Justin and his wife, Christina, have three kids, Giovanni, Gabriella, and Lorenzo. In his free time, Justin enjoys fishing, gardening, playing golf, hiking, and working out.