Antonio Lugo, Cfp® Crpc™
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Antonio Lugo, Cfp® Crpc™ Email & Phone Number

Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™ at Smart Wealth Strategies, Inc.
Location: Greater Chicago Area, United States, United States 2 work roles 5 schools
1 work email found @smartwealthstrategies.com 3 phones found area 312 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email a****@smartwealthstrategies.com
Direct phone (312) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™
Location
Greater Chicago Area, United States, United States

Who is Antonio Lugo, Cfp® Crpc™? Overview

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Quick answer

Antonio Lugo, Cfp® Crpc™ is listed as Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™ at Smart Wealth Strategies, Inc., based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at smartwealthstrategies.com, phone signal with area code 312, and a matched LinkedIn profile for Antonio Lugo, Cfp® Crpc™.

Antonio Lugo, Cfp® Crpc™ previously worked as Managing Director at Smart Wealth Strategies, Inc. and Investment Advisor Representative at Brookstone Capital Management. Antonio Lugo, Cfp® Crpc™ holds Certified Financial Planner™ Certification Professional Education Program from College For Financial Planning.

Company email context

Email format at Smart Wealth Strategies, Inc.

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{first}@smartwealthstrategies.com
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AeroLeads found 1 current-domain work email signal for Antonio Lugo, Cfp® Crpc™. Compare company email patterns before reaching out.

Profile bio

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

Listed skills include Leadership, Team Building, Financial Planners, Public Speaking, and 23 others.

Current workplace

Antonio Lugo, Cfp® Crpc™'s current company

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Smart Wealth Strategies, Inc.
Smart Wealth Strategies, Inc.
Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™
AeroLeads page
2 roles

Antonio Lugo, Cfp® Crpc™ work experience

A career timeline built from the work history available for this profile.

Managing Director

Current

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.

Jan 2012 - Present

Investment Advisor Representative

Current

Wheaton, IL, US

Independent, SEC Registered Investment Advisory (RIA) firm managing billions in investable assets.

Jul 2016 - Present
5 education records

Antonio Lugo, Cfp® Crpc™ education

Certified Financial Planner™ Certification Professional Education Program

College For Financial Planning

Chartered Retirement Planning Counselor™

College For Financial Planning

Nssa® Is The Only Accredited Social Security Certificate Program In The Nation., Accreditation Provided By The Institute For Credentialing Excellence.

National Social Security Advisors Nssa®Certificate

Mba, Business

Quinlan School Of Business, Loyola University Chicago

Bachelor Of Science, Finance

Depaul University
FAQ

Frequently asked questions about Antonio Lugo, Cfp® Crpc™

Quick answers generated from the profile data available on this page.

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 Smart Wealth Strategies, Inc.?

Antonio Lugo, Cfp® Crpc™ is listed as Bringing Clarity and Certainty To Planning Life GoalsCERTIFIED FINANCIAL PLANNER™ Practioner;Chartered Retirement Planning Counselor™ at Smart Wealth Strategies, Inc..

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

AeroLeads has found 1 work email signal at @smartwealthstrategies.com for Antonio Lugo, Cfp® Crpc™ at Smart Wealth Strategies, Inc..

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

AeroLeads has found 3 phone signal(s) with area code 312 for Antonio Lugo, Cfp® Crpc™ at Smart Wealth Strategies, Inc..

Where is Antonio Lugo, Cfp® Crpc™ based?

Antonio Lugo, Cfp® Crpc™ is based in Greater Chicago Area, United States, United States while working with Smart Wealth Strategies, Inc..

What companies has Antonio Lugo, Cfp® Crpc™ worked for?

Antonio Lugo, Cfp® Crpc™ has worked for Smart Wealth Strategies, Inc. and Brookstone Capital Management.

How can I contact Antonio Lugo, Cfp® Crpc™?

You can use AeroLeads to view verified contact signals for Antonio Lugo, Cfp® Crpc™ at Smart Wealth Strategies, Inc., including work email, phone, and LinkedIn data when available.

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

Antonio Lugo, Cfp® Crpc™ holds Certified Financial Planner™ Certification Professional Education Program from College For Financial Planning.

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

Antonio Lugo, Cfp® Crpc™ is listed with skills including Leadership, Team Building, Financial Planners, Public Speaking, Fixed Annuities, Insurance, Retirement Planning, and Sales.

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