Sign In
Get Clay Free →

Suggestions

    Apma® John Lomba ChFC®

    Florida Wealth Planning Group, A Private Wealth Advisory Practice of Ameriprise Financial Services, LLC

    John Lomba, ChFC®, APMA®, CRPS®, CLTC®, is a seasoned financial advisor and Managing Partner at Florida Wealth Planning Group, dedicated to providing comprehensive solutions for affluent and emerging affluent clients.

    With a wealth of experience in the financial industry, John has previously held roles as a Regional Vice President/Account Executive at MetLife, Regional Vice President at Evergreen Investments, and Regional Vice President at New England Financial.

    John Lomba's expertise encompasses various areas including Investment Management, Tax Planning Strategies, Wealth Preservation Strategies, Estate Planning Strategies, Cash Flow Management Strategies, Insurance, Retirement Planning Strategies, Executive Benefit Plans, and Business Retirement Plans.

    Prior to his executive roles, John also served as an Advisor Communications Representative at Putnam Investments, further enriching his understanding of the financial services sector.

    Florida Wealth Planning Group, under John Lomba's leadership, is dedicated to empowering clients to achieve financial freedom and contribute meaningfully to the causes they care about most.

    Apma® John Lomba ChFC®
    Get intro to Apma®
    Add to my network

    Location

    Greater Tampa Bay Area