Jesus Lopez Crpc, Cltc, Cpfa

Jesus Lopez Crpc, Cltc, Cpfa Email and Phone Number

Founder & CEO of The Asterion Wealth Advisory Group @ Asterion Wealth Advisory Group
White Plains, New York
Jesus Lopez Crpc, Cltc, Cpfa's Location
White Plains, New York, United States, United States
Jesus Lopez Crpc, Cltc, Cpfa's Contact Details

Jesus Lopez Crpc, Cltc, Cpfa work email

Jesus Lopez Crpc, Cltc, Cpfa personal email

n/a

Jesus Lopez Crpc, Cltc, Cpfa phone numbers

About Jesus Lopez Crpc, Cltc, Cpfa

As the Founder & CEO of The Asterion Wealth Advisory Group, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you pursue your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus aims to help you work towards your goals, giving you greater confidence.Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We work with clients by helping them prioritize and plan to pursue their goals. We understand that wealth accumulation may represent a lifetime of personal sacrifices and lifestyle compromises. we want to work with you to help you develop a plan that seeks to build your wealth and help you feel more confident about your financial decisions. Areas of Focus: Estate Planning Strategies, Retirement Planning Strategies, Family Finances, Small Business, Saving for Education, Charitable GivingSecurities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to "See contact Info" section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRPC designation conferred by College for Financial Planning.

Jesus Lopez Crpc, Cltc, Cpfa's Current Company Details
Asterion Wealth Advisory Group

Asterion Wealth Advisory Group

View
Founder & CEO of The Asterion Wealth Advisory Group
White Plains, New York
Employees:
2
Jesus Lopez Crpc, Cltc, Cpfa Work Experience Details
  • Asterion Wealth Advisory Group
    Wealth Management Advisor
    Asterion Wealth Advisory Group Feb 2018 - Present
    Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to "See contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRPC designation conferred by College for Financial Planning.
  • Self-Employed
    President Of The Asterion Wealth Advisory Group
    Self-Employed Feb 2000 - Present
    Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC. For hyperlinks to FINRA and SIPC, please refer to "See contact Info" section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.CRPC designation conferred by College for Financial Planning.
  • Lpl Financial
    Wealth Advisor And President Of The Asterion Wealth Advisory Group
    Lpl Financial Feb 2018 - Oct 2018
    San Diego, Ca, Us
  • Lpl Financial
    Financial Advisor At Lpl Financial/The Asterion Group
    Lpl Financial Feb 2018 - Feb 2018
    San Diego, Ca, Us
  • Ameriprise Financial Services, Inc.
    Financial Advisor
    Ameriprise Financial Services, Inc. Sep 2000 - Feb 2018
    Minneapolis, Mn, Us
    I am passionate about working with my clients and helping them experience more financial confidence now and in retirement. In my years as a financial advisor, my mission has been to pursue an unequaled standard of excellence by providing personalized, value-added services and to become indispensable to my clients by assisting them in making informed, intelligent financial decisions. I deliver these services to my clients, which include individuals, trusts, businesses and non-profit entities, through customized financial planning and investment advisory services. Financial planning is an ongoing process that considers your goals and timeframe to develop a roadmap you can follow, then applies targeted strategies to help you make decisions in managing your financial affairs to pursue your life goals. I take pride in knowing that I am able to provide my clients with financial advice that reflects their unique dreams and goals.

Jesus Lopez Crpc, Cltc, Cpfa Skills

Analytical Strategic Planning Small Business Planning Protection Planning Insurance Broker/ Agent Ethical Character Diligence Attention To Detail Business Planning

Jesus Lopez Crpc, Cltc, Cpfa Education Details

  • Pace University
    Pace University
    Finance & Economics
  • Westchester Community College
    Westchester Community College
    Business Administration

Frequently Asked Questions about Jesus Lopez Crpc, Cltc, Cpfa

What company does Jesus Lopez Crpc, Cltc, Cpfa work for?

Jesus Lopez Crpc, Cltc, Cpfa works for Asterion Wealth Advisory Group

What is Jesus Lopez Crpc, Cltc, Cpfa's role at the current company?

Jesus Lopez Crpc, Cltc, Cpfa's current role is Founder & CEO of The Asterion Wealth Advisory Group.

What is Jesus Lopez Crpc, Cltc, Cpfa's email address?

Jesus Lopez Crpc, Cltc, Cpfa's email address is je****@****mpf.com

What is Jesus Lopez Crpc, Cltc, Cpfa's direct phone number?

Jesus Lopez Crpc, Cltc, Cpfa's direct phone number is +191446*****

What schools did Jesus Lopez Crpc, Cltc, Cpfa attend?

Jesus Lopez Crpc, Cltc, Cpfa attended Pace University, Westchester Community College.

What are some of Jesus Lopez Crpc, Cltc, Cpfa's interests?

Jesus Lopez Crpc, Cltc, Cpfa has interest in Children, Economic Empowerment, Environment, Education, Arts And Culture, Health.

What skills is Jesus Lopez Crpc, Cltc, Cpfa known for?

Jesus Lopez Crpc, Cltc, Cpfa has skills like Analytical, Strategic Planning, Small Business Planning, Protection Planning, Insurance Broker/ Agent, Ethical Character, Diligence, Attention To Detail, Business Planning.

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