FINANCIAL ADVISOR
CallSend Me a MessageJoseph A Lotozo
CFP®, ChFC®, AAMS™, CRPC™, CRPS™
2094 Tremont Center Suite 4, Upper Arlington, OH 43221opens in a new windowAccepting New Clients
Serving clients of all asset levels
Focus Areas
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Physicians
- Healthcare Professionals
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™
Personal Interests
- Traveling
- Spending Time with Family
- Gardening
- Reading
- Rugby
Team Members
- Kuli RansierSr. Branch Office Administrator
Send Me a Message
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* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 09:30AM - 05:00PM |
Mon | 09:30AM - 05:00PM |
Tue | 09:30AM - 05:00PM |
Tue | 09:30AM - 05:00PM |
Wed | 09:30AM - 05:00PM |
Wed | 09:30AM - 05:00PM |
Thu | 09:30AM - 05:00PM |
Thu | 09:30AM - 05:00PM |
Fri | 09:30AM - 05:00PM |
Fri | 09:30AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 09:30AM - 05:00PM |
Mon | 09:30AM - 05:00PM |
Tue | 09:30AM - 05:00PM |
Tue | 09:30AM - 05:00PM |
Wed | 09:30AM - 05:00PM |
Wed | 09:30AM - 05:00PM |
Thu | 09:30AM - 05:00PM |
Thu | 09:30AM - 05:00PM |
Fri | 09:30AM - 05:00PM |
Fri | 09:30AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Additional Hours
- Evenings
- Weekends
- Web Conferencing
Additional Hours
- Evenings
- Weekends
- Web Conferencing
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