Joseph Lotozo, Financial Advisor

FINANCIAL ADVISOR
Joseph A Lotozo

CFP®, ChFC®, AAMS®, CRPC™, CRPS™
2094 Tremont Center Suite 4, Upper Arlington, OH 43221opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Wealth Strategies
  • Physicians
  • Healthcare Professionals

Financial Advisor 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

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:30AM - 05:00PM
Tue 09:30AM - 05:00PM
Wed 09:30AM - 05:00PM
Thu 09:30AM - 05:00PM
Fri 09:30AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(614) 874-2372

Fax

(866) 462-2385

Office Address

2094 Tremont Center Suite 4
Upper Arlington, OH 43221opens in a new window

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