Jeremy Lobo, CFS®, CFP®

Jeremy Lobo is Co-Founder and Managing Member of Lobo & Pascale Wealth Management, LLC, founded in 2001 and headquartered in Wallingford, CT. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping investors reach their goals for over seventeen years. Lobo & Pascale Wealth Management, LLC specializes in retirement planning and provides comprehensive financial services to individuals, families, and businesses throughout the United States.

Jeremy is a well known financial educator and public speaker. He has developed a niche as a retirement income specialist, and speaks nationally several times each year, educating the public on the common mistakes investors make approaching retirement and how to avoid them. For the third consecutive year, Jeremy was selected as a Connecticut 5 Star Wealth Manager, and will appear in the December, 2013 issue of Connecticut Magazine*.

Jeremy is an Investment Adviser Representative of Commonwealth Financial Network. Most recently, Jeremy was named to the 2013 Commonwealth President’s Club**, in recognition of achievements at his firm.

Jeremy graduated Magna Cum Laude with a Bachelor’s Degree in Finance from the University of Rhode Island. He is a member of the Financial Planning Association and the Financial Services Institute. Jeremy currently sits on the Board of Directors for the Connecticut Better Business Bureau.

On a personal note, Jeremy is an avid fisherman, runner, and boater. He was also on the 1993 Junior National Basketball Team that traveled extensively throughout Europe. He resides in Durham, CT and enjoys spending all his free time with his wife, Krista, son, Brayden, and daughter, Kaelin.

2011 and prior years: Based on 9 criteria including: customer service, integrity, knowledge/expertise, communication, value for fee charged & overall satisfaction. 2012-2014: Based on 10 objective eligibility & evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory & complaint history, accepts new clients, client retention rates, client assets administered, education & professional designations. These awards are not indicative of the wealth managers\' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com

**based on a ranking of annual production among Commonwealth’s network of 1,400 financial advisors.