Jeffrey J. Lapetina Email & Phone Number

Financial Planning. Saving and Investing for Growth & Income. Helping investors and retirees reach goals, plan for a more comfortable and simplified financial life. Focus areas are budgeting, investment review, selection and implementation, life insurance, retirement plans (IRA, 401k, Keogh, profit sharing, deferred compensation), lifetime income strategies, Social Security claiming strategies. Providing excellent service is a priority. Enjoy helping clients avoid unnecessary financial expenses that other professionals may overlook.**These are comments of this Financial Advisor only, and not of OFG Bancorp, its subsidiaries or affiliates.** **No instructions for business transactions or which affect any client's account will be accepted through LinkedIn.** **Consult your CPA regarding tax matters. We do not provide tax advice.****Investment products are not federally insured, involve investment risk and may lose value.****Communications may be monitored and retained by OFG Bancorp. All information and comments are provided for current, information purposes only.****By joining my network, you consent to the disclosure of your contact information and relationship with myself or OFG Bancorp to others on LinkedIn**

Listed skills include Asset Allocation, Annuities, Retirement Planning, Investment Portfolio Efficiency, and 1 others.

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  Inter American University Of Puerto Rico

  Bachelors Degree In Accounting And Finance