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Anthony Lofaso CFP®, CLU®, RICP®, ChSNC®

Palm Planning Group

5652 Corporate Way

West Palm Beach, FL 33407
(561) 6896775

About Palm Planning Group

Palm Planning Group provides wealth management services to simplify your financial life. Acheive your goals with our fiduciary focused financial planning services.

General Information

Firm Start Year

1980

No.of Employees

2-4

CRD#

711251

Firm CRD#

124583

Insurance License#

A157382

States Licensed in

Florida

Years of Experience in Financial Services

39

Number of Years with Current Firm

5

I work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

Spanish

Services

Investment Types

Professional money managers, Insurance, Bonds, Mutual Funds, Stocks, Annuities, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)

I can meet clients in the following ways

Via email, At my office, At your home, Video Conference, Via phone, At your office

Compliance

Registered Investment Advisor

No

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 65, Series 63, Series 6, Series 7

Insurance and Annuity Licenses

Disability, Group Health, Accident, Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100K+

Compensation Methods

Based on Assets

Disclaimer

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA).Palm Planning Group and JWC/JWCA are unaffiliated entities.

Registered Representatives of J.W. Cole Financial, whose identities and associations with Palm Planning Group, which are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.