Anthony LoPresti
Professional Fiduciary Investment Advisor at BCJ Financial Group - Redlands, CA, US
Anthony LoPresti's Colleagues at BCJ Financial Group
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BCJ Financial Group
Anthony LoPresti's Company Details
We focus on guiding business owners evaluate, determine, and implement their benefit packages, specifically retirement plans and insurance solutions. We focus our advice and guidance to the business owner, and help the owner leverage the business to help accomplish his personal financial planning goals. Further, we meet with the owners employees and offer them the same treatment, in essence, as the business owner by offering financial analysis' on their own lives.One niche that Clinton Brown has become a leader in is that of Defined Benefit pension plans. I help companies determine whether a plan should stay alive, be frozen, or be closed down. If they choose to close down the plan, we walk them and their employees through the process and help them settle the assets into a variety of options. Specifically, we encourage those companies that are shutting down their pension plans to consider establishing a 401k plan so that the assets can move to each individual employee's 401k account. Once this has happened, Clinton Brown Financial continues to monitor, educate, and evaluate the 401k plan as the agent on the plan.Investment advisory services are offered through BCJ Capital Management, LLC., an SEC registered investment adviser.