Antonio Lugo, Cfp® Crpc™

Antonio Lugo, Cfp® Crpc™ Email and Phone Number

Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™ @ Smart Wealth Strategies, Inc.
Antonio Lugo, Cfp® Crpc™'s Location
Greater Chicago Area, United States, United States
Antonio Lugo, Cfp® Crpc™'s Contact Details

Antonio Lugo, Cfp® Crpc™ work email

Antonio Lugo, Cfp® Crpc™ personal email

n/a

Antonio Lugo, Cfp® Crpc™ phone numbers

About Antonio Lugo, Cfp® Crpc™

Do you have a mission in life? Something that gets you excited to get up each day? Mine is helping individuals reach their life goals. You might be wondering why? Well, over 40 years ago, my father opened his first retail supermarket where I quickly learned to be part of a family business while serving a community. It was also my first experience seeing how money works - all cash, not much plastic back then. I also saw how my father’s influence changed people lives by offering jobs, generously giving during holidays, and his leadership inside and outside our store. I also learned that my father was financially illiterate. He did not have a college degree, no financial nor accounting knowledge nor did he feel it was important to know. But he deeply cared and supported his community. After 8 years, our business subsequently failed and our lives changed forever. Since that experience, I have been serving entrepreneurs and families in the financial services industry for over 25 years. I am on a mission to bring trust, transparency, and education to more individuals and families that care about building a level of financial independence while leaving a legacy they can be proud of. Smart Wealth Strategies, Inc.(312) 893-5466Hear what others have said about their experience with me:*Google reviews: https://g.co/kgs/jRcWXhx *You Tube: https://youtu.be/YnUOoRAG2do?si=cUub08MpDxpnHQQ2

Antonio Lugo, Cfp® Crpc™'s Current Company Details
Smart Wealth Strategies, Inc.

Smart Wealth Strategies, Inc.

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Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™
Antonio Lugo, Cfp® Crpc™ Work Experience Details
  • Smart Wealth Strategies, Inc.
    Managing Director
    Smart Wealth Strategies, Inc. Jan 2012 - Present
    Chicago, Illinois, Us
    Our team offers professionals, families, and entrepreneurs comprehensive goals based planning incorporating tax, estate, investments, government benefit programs (Medicare and Social Security), retirement planning and tax efficient distribution planning.
  • Brookstone Capital Management
    Investment Advisor Representative
    Brookstone Capital Management Jul 2016 - Present
    Wheaton, Il, Us
    Independent, SEC Registered Investment Advisory (RIA) firm managing billions in investable assets.

Antonio Lugo, Cfp® Crpc™ Skills

Leadership Team Building Financial Planners Public Speaking Fixed Annuities Insurance Retirement Planning Sales Financial Planning Health Iras Business Development Finance Strategic Planning Strategy Financial Services Health And Life Insurance Plans Life Insurance Strategic Financial Planning Marketing College Savings Plans Ira Tax Planning Risk Management Long Term Care Small Business Term Life Insurance Retirement

Antonio Lugo, Cfp® Crpc™ Education Details

  • College For Financial Planning
    College For Financial Planning
    Certified Financial Planner™ Certification Professional Education Program
  • College For Financial Planning
    College For Financial Planning
    Chartered Retirement Planning Counselor™
  • National Social Security Advisors Nssa®Certificate
    National Social Security Advisors Nssa®Certificate
    Accreditation Provided By The Institute For Credentialing Excellence.
  • Quinlan School Of Business, Loyola University Chicago
    Quinlan School Of Business, Loyola University Chicago
    Business
  • Depaul University
    Depaul University
    Finance

Frequently Asked Questions about Antonio Lugo, Cfp® Crpc™

What company does Antonio Lugo, Cfp® Crpc™ work for?

Antonio Lugo, Cfp® Crpc™ works for Smart Wealth Strategies, Inc.

What is Antonio Lugo, Cfp® Crpc™'s role at the current company?

Antonio Lugo, Cfp® Crpc™'s current role is Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™.

What is Antonio Lugo, Cfp® Crpc™'s email address?

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What is Antonio Lugo, Cfp® Crpc™'s direct phone number?

Antonio Lugo, Cfp® Crpc™'s direct phone number is +131250*****

What schools did Antonio Lugo, Cfp® Crpc™ attend?

Antonio Lugo, Cfp® Crpc™ attended College For Financial Planning, College For Financial Planning, National Social Security Advisors Nssa®certificate, Quinlan School Of Business, Loyola University Chicago, Depaul University.

What skills is Antonio Lugo, Cfp® Crpc™ known for?

Antonio Lugo, Cfp® Crpc™ has skills like Leadership, Team Building, Financial Planners, Public Speaking, Fixed Annuities, Insurance, Retirement Planning, Sales, Financial Planning, Health, Iras, Business Development.

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