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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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