Jonathan Lazeo
Certified Financial Planner @Freedom 55 Financial
Signup · Get unlimited contacts
WORK HISTORY
Certified Financial Planner @Freedom 55 Financial
GE
I help clients achieve their goals through careful financial security planning. I work with my clients to create a financial security plan that addresses their concerns in four key areas: financial security at death, living benefits, liquidity and retirement. No plan is the same.
ABOUT JONATHAN LAZEO
Experienced Certified Financial Planner with a demonstrated history of working in the financial services industry. Skilled in insurance planning, investment planning and retirement planning. Certified Financial Planner at Freedom 55 Financial and Quadrus Investment Services Ltd.
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.