John Lomba Chfc®, Apma®, Crps®

John Lomba Chfc®, Apma®, Crps® Email and Phone Number

Managing Partner, Financial Advisor @ Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ
Florida, United States
John Lomba Chfc®, Apma®, Crps®'s Location
Greater Tampa Bay Area, United States, United States
John Lomba Chfc®, Apma®, Crps®'s Contact Details

John Lomba Chfc®, Apma®, Crps® work email

John Lomba Chfc®, Apma®, Crps® personal email

n/a
About John Lomba Chfc®, Apma®, Crps®

With a solid foundation of teamwork, we apply the individual skills and strengths of each member of our practice to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel confident, connected and in control of your financial life.Areas of focus•Investment Management•Tax Planning Strategies•Wealth Preservation Strategies•Estate Planning Strategies•Cash Flow Management Strategies•Insurance•Retirement Planning Strategies•Executive Benefit Plans•Business Retirement Plans

John Lomba Chfc®, Apma®, Crps®'s Current Company Details
Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ

Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ

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Managing Partner, Financial Advisor
Florida, United States
Website:
ameripriseadvisors.com/john.d.curtin
Employees:
7
John Lomba Chfc®, Apma®, Crps® Work Experience Details
  • Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ
    Managing Partner, Financial Advisor
    Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ
    Florida, United States
    View
  • Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc.
    Managing Partner, Financial Advisor
    Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. Feb 2010 - Present
    Gratium Wealth Planning, Managing Partner: 6/2016 to PresentRiverSource Regional Vice President: 2/2010 thru 6/2016 CA Insurance #0L46341
    View
  • Metlife
    Regional Vice President/Account Executive
    Metlife Apr 2005 - Jan 2010
    New York, Ny, Us
    Helping financial advisors and CFO's understand the complexities of employee benefits and how to make them more effective in attracting and retaining talent
    View
  • Evergreen Investments
    Regional Vice President
    Evergreen Investments Jan 2000 - Mar 2005
    Boston, Ma, Us
    Helping clients understand how different market cycles impact performance of their investments and how to take advantage of market trends
    View
  • New England Financial
    Regional Vice President
    New England Financial Mar 1997 - Jan 2000
    Boston, Ma, Us
    Helping advisors build the most efficient portfolios for their clients
    View
  • Putnam Investments
    Advisor Communications Representative
    Putnam Investments Jan 1994 - Feb 1997
    Boston, Massachusetts, Us
    Helping financial advisors build the most efficient portfolios possible for their clients.
    View

John Lomba Chfc®, Apma®, Crps® Skills

Business Planning Risk Management Small Business Planning Public Speaking Education Planning Strategic Planning Customer Support Client Management Employee Benefits Insurance Broker/agent Protection Planning

Frequently Asked Questions about John Lomba Chfc®, Apma®, Crps®

What company does John Lomba Chfc®, Apma®, Crps® work for?

John Lomba Chfc®, Apma®, Crps® works for Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ

What is John Lomba Chfc®, Apma®, Crps®'s role at the current company?

John Lomba Chfc®, Apma®, Crps®'s current role is Managing Partner, Financial Advisor.

What is John Lomba Chfc®, Apma®, Crps®'s email address?

John Lomba Chfc®, Apma®, Crps®'s email address is jo****@****mpf.com

What skills is John Lomba Chfc®, Apma®, Crps® known for?

John Lomba Chfc®, Apma®, Crps® has skills like Business Planning, Risk Management, Small Business Planning, Public Speaking, Education Planning, Strategic Planning, Customer Support, Client Management, Employee Benefits, Insurance Broker/agent, Protection Planning.

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