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Jon Lopresti

Principal CEO @Decca Private Wealth Management

West Palm Beach, FL, US
EMAILS
j••••••••@deccapwm.com
MOBILE NUMBERS
+18•••••••21

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WORK HISTORY

Jul 2023 — Present

Principal CEO @Decca Private Wealth Management

EDUCATION

N/A

Kaplan University

Finance and Financial Management Services

N/A

Taipei Language Institute - TLI

Mandarin Chinese

N/A

SUNY Orange

Finance

SKILLS

Mortgage LendingEquitiesSeries 7Business DevelopmentFinancial ModelingCustomer ServiceNegotiationWealth Management ServicesWealth AccumulationRetirement PlanningWealth TransferMarketingManagementFinancial AnalysisComprehensive Wealth ManagementFinancial ServicesStrategic PlanningMortgagePortfolio ManagementNew Business DevelopmentFinanceWealth ManagementInvestment AdvisoryRetirementRisk ManagementSeries 63WealthFinancial PlanningAsset ManagementSalesInvestmentsMicrosoft OfficeEstate PlanningRetirement Income StrategiesMarketing StrategyInvestment StrategiesMutual FundsFinancial AdvisoryEtfs

ABOUT JON LOPRESTI

Jon C. LoPresti is the Founder and CEO of DECCA Private Wealth Management, based in…

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