Rich C. LoPresti,  CFP<sup>&reg;</sup> - Financial Advisor

Rich C. LoPresti, CFP®

CWS®

Certified Financial Planner™

Milestone Asset Management Group

22 Lafayette St
Milford, CT 06460

Milestone Asset Management Group

302 W Main Street, Suite 206
Avon, CT 06001
FINANCIAL ADVISOR'S WEBSITE
(203) 951-1133 CONNECT WITH Rich
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General

Rich LoPresti is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Milestone Asset Management Group in Milford, CT and the surrounding communities.

Financial Advisor Experience

Rich LoPresti brings over 20 years of financial services experience to Milestone Asset Management Group. As a Certified Financial PlannerTM (CFP®), his emphasis is customized portfolio management, with specialties in portfolio construction, risk management and retirement income planning. Prior to starting the Milestone Asset Management Group’s office in Milford, CT, Rich served in New York as a Wealth Strategist at BakerAvenue, a boutique private investment firm, where he provided financial planning for high net worth families and small businesses. In addition, Rich served as an Account Executive at Fidelity Investments where he focused on all aspects of wealth management, from accumulation of assets, preservation, retirement distribution and tax efficient transfer of wealth to future generations. Rich received a Bachelor of Science degree in Finance from Pace University in 2000 and M.B.A. degree from AIU in 2005. He holds Certified Financial PlannerTM (CFP®) and Certified Wealth Strategist (CWS®) designations.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 4, 9, 10, 24, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Wealth Strategist ®

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Mutual Funds, Getting Married, Job Loss, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Succession Planning, Sudden Wealth

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