Bio

My true passion in this life is helping people. Luckily for me, that is what I get to do for work. As a financial advisor with Wells Fargo Advisors Financial Network, I pride myself on helping people achieve their financial goals. Whether someone is going through a major life transition such as divorce or looking to achieve a successful retirement, I work with you one on one to get to understand and prioritize your goals, and then create a plan to achieve them.

Having discovered my passion for investment planning and helping clients achieve their retirement goals, I am fully committed to providing advice and guidance and helping my clients plan for and live the retirement lifestyle we have planned.

As a financial advisor with over 17 years of experience, I have continued my professional development by earning my CRPC® – Chartered Retirement Planning Counselor certification. This additional training provides me with insights into retirement planning to help my clients build their roadmap to retirement. Helping people transition from the accumulation to distribution phase in retirement can be one of the most complicated phases of a retirement timeline and that is my specialty.

I have also earned my CDFA® certification or Certified Divorce Financial Analyst. As a CDFA® professional, I have specialized skills and experience that allow me to analyze and address the specific financial issues of divorce.

Helping people goes far beyond just my job. I am very committed to my community and am currently Vice President of the Colts Neck Lions Club. I am also involved in the Association of the US Army, HABcore.  And the Covenant House. My wife, Christina, and I have three kids, Giovanni, Gabriella, and Lorenzo. In my free time, I enjoy fishing, gardening, playing golf, hiking, and working out.

URL

https://www.linkedin.com/in/justin-lotano-crpc%C2%AE-cdfa%C2%AE-b46b119/