Justin J. Lotano CRPC®, CDFA

Managing Director

Office

Phone: 732-889-8607

Address

28 Leroy Place,
Red Bank, NJ 07701

Justin’s true passion in this life is helping people. Luckily for him, that is what he gets to do for work. As a financial advisor with Wells Fargo Advisors Financial Network, Justin prides himself on helping people achieve their financial goals. Whether someone is going through a major life transition such as divorce or looking to achieve a successful retirement, he works with them one on one to get to understand and prioritize their goals, and then create a plan to achieve them.

Having discovered his passion for investment planning and helping clients achieve their retirement goals, Justin is fully committed to providing advice and guidance and helping his clients plan for and live the retirement lifestyle they have planned.

As a financial advisor with over 17 years of experience, Justin has continued his professional development by earning my CRPC® – Chartered Retirement Planning Counselor certification. This additional training provides him with insights into retirement planning to help his clients build their roadmap to retirement. Helping people transition from the accumulation to distribution phase in retirement can be one of the most complicated phases of a retirement timeline and that is his specialty.

Justin has also earned his CDFA® certification or Certified Divorce Financial Analyst. As a CDFA® professional, he has specialized skills and experience that allow him to analyze and address the specific financial issues of divorce.

Helping people goes far beyond just his job. Justin is very committed to his community and is currently the President of the Colts Neck Lions Club. He is also involved in the Association of the US Army, HABcore, and the Covenant House. Justin and his wife, Christina, have three kids, Giovanni, Gabriella, and Lorenzo. In his free time, Justin enjoys fishing, gardening, playing golf, hiking, and working out.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field.