AeroLeads people directory · profile
John Lomba Chfc®, Apma®, Crps® Email & Phone Number
Managing Partner, Financial Advisor
at
Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ
1 work email found
@ampf.com
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Role
Managing Partner, Financial Advisor
Location
Greater Tampa Bay Area, United States
Company size
Who is John Lomba Chfc®, Apma®, Crps®? Overview
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Quick answer
John Lomba Chfc®, Apma®, Crps® is listed as Managing Partner, Financial Advisor at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ, a with 7 employees, based in Greater Tampa Bay Area, United States. AeroLeads shows a work email signal at ampf.com and a matched LinkedIn profile for John Lomba Chfc®, Apma®, Crps®.
John Lomba Chfc®, Apma®, Crps® previously worked as Managing Partner, Financial Advisor at Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc. and Regional Vice President/Account Executive at Metlife.
Company email context
Email format at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ
This section adds company-level context without repeating John Lomba Chfc®, Apma®, Crps®'s masked contact details.
*@ampf.com
68% confidence
AeroLeads found 1 current-domain work email signal for John Lomba Chfc®, Apma®, Crps®. Compare company email patterns before reaching out.
Profile bio
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
Listed skills include Business Planning, Risk Management, Small Business Planning, Public Speaking, and 7 others.
Current workplace
John Lomba Chfc®, Apma®, Crps®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ
6 roles
John Lomba Chfc®, Apma®, Crps® work experience
A career timeline built from the work history available for this profile.
Managing Partner, Financial Advisor
CurrentGratium Wealth Planning, Managing Partner: 6/2016 to PresentRiverSource Regional Vice President: 2/2010 thru 6/2016 CA Insurance #0L46341
Feb 2010 - Present
Regional Vice President/Account Executive
Helping financial advisors and CFO's understand the complexities of employee benefits and how to make them more effective in attracting and retaining talent
Apr 2005 - Jan 2010
Regional Vice President
Helping clients understand how different market cycles impact performance of their investments and how to take advantage of market trends
Jan 2000 - Mar 2005
Regional Vice President
Helping advisors build the most efficient portfolios for their clients
Mar 1997 - Jan 2000
Advisor Communications Representative
Helping financial advisors build the most efficient portfolios possible for their clients.
Jan 1994 - Feb 1997
FAQ
Frequently asked questions about John Lomba Chfc®, Apma®, Crps®
Quick answers generated from the profile data available on this page.
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 Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ?
John Lomba Chfc®, Apma®, Crps® is listed as Managing Partner, Financial Advisor at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ.
What is John Lomba Chfc®, Apma®, Crps®'s email address?
AeroLeads has found 1 work email signal at @ampf.com for John Lomba Chfc®, Apma®, Crps® at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ.
Where is John Lomba Chfc®, Apma®, Crps® based?
John Lomba Chfc®, Apma®, Crps® is based in Greater Tampa Bay Area, United States while working with Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ.
What companies has John Lomba Chfc®, Apma®, Crps® worked for?
John Lomba Chfc®, Apma®, Crps® has worked for Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financ, Gratium Wealth Planning, A Private Wealth Advisory Practice Of Ameriprise Financial Services, Llc., Metlife, Evergreen Investments, and New England Financial.
How can I contact John Lomba Chfc®, Apma®, Crps®?
You can use AeroLeads to view verified contact signals for John Lomba Chfc®, Apma®, Crps® at Gratium Wealth Planning, a private wealth advisory practice of Ameriprise Financ, including work email, phone, and LinkedIn data when available.
What skills is John Lomba Chfc®, Apma®, Crps® known for?
John Lomba Chfc®, Apma®, Crps® is listed with skills including Business Planning, Risk Management, Small Business Planning, Public Speaking, Education Planning, Strategic Planning, Customer Support, and Client Management.
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