Richard LoPresti, CFP®, CWS®

Richard LoPresti is an accomplished financial professional with a diverse background in the financial services industry. Mr. LoPresti is an Independent Fee Only Certified Financial Planner™ at Milestone Asset Management Group. He has a Bachelor's of Business Administration in Finance from the Pace University-Lubin School of Business and a Masters Business Management in Business Management from American InterContinental University.

Before Milestone Asset Management, Mr. LoPresti worked at BakerAvenue Asset Management as a Wealth Manager, Associate Director. Prior to this, he was the Account Director at Engage121 - Social Media Management System (SMMS) and the President and Founder at RecommendedAdvisor.com. He also has experience as a Financial Advisor and Wealth Manager at Charles Schwab, Financial Account Executive - High Net-Worth at Fidelity Investments, and Financial Specialist at Wachovia Bank.

Throughout his career, Mr. LoPresti has gained a reputation for being a problem solver, skilled at identifying barriers to success and delivering effective, end-to-end solutions. He has a talent for marketing to micro-customers and creating compliant social media strategies for financial professionals.