Financial Advisor
Current
Palm Planning Group
Oct 2016 - Present
AeroLeads people directory · profile
Alejandro Lofaso Email & Phone Number
Financial Advisor & Medicare Consultant at Palm Planning Group
at
Palm Planning Group
1 work email found
@palmplanninggroup.com
2 phones found area 561
LinkedIn matched
✓ Verified September 2026
4 data sources
Profile completeness 100%
Current company
Palm Planning Group
Role
Financial Advisor & Medicare Consultant at Palm Planning Group
Location
West Palm Beach, Florida, United States
Who is Alejandro Lofaso? Overview
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Quick answer
Alejandro Lofaso is listed as Financial Advisor & Medicare Consultant at Palm Planning Group at Palm Planning Group, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at palmplanninggroup.com, phone signal with area code 561, and a matched LinkedIn profile for Alejandro Lofaso.
Alejandro Lofaso previously worked as Financial Advisor at Palm Planning Group and 2nd Grade ESL Teacher at West Sedona School. Alejandro Lofaso holds Bachelor Of Science, Finance from Florida State University.
Company email context
Email format at Palm Planning Group
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{first_initial}{last}@palmplanninggroup.com
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AeroLeads found 1 current-domain work email signal for Alejandro Lofaso. Compare company email patterns before reaching out.
Profile bio
About Alejandro Lofaso
In a time when financial services like investments and insurances are being commoditized, our role has shifted to more of a financial navigator to help guide you through life's transitions and help simplify your present world. My father and I are changing with these times. We understand how beautiful and how wildly unpredictable life can be, so we focus on protecting you and your loved ones, preserving your wealth, and being there through those tough transitions in your business and life, including generations to come. We are education based and equipped to handle high net worth investors, helping them understand their investments, taxes, and legacy.Whether you are starting out in life after college, or you are retiring soon and need help with Medicare or Social Security decisions, or maybe you are a seasoned and successful business owner, we invite you to join us. No statements, no documents, just an opportunity to get to know you and have an honest discussion about what is going on in your life. Live well!Alejandro Lofaso & Tony Lofaso CFPOffice #: 561.689.6775 E-mail: alofaso@palmplanninggroup.comSecurities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). Palm Planning Group and JWC/ JWCA are unaffiliated entities.Disclosure: Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Financial Advisor is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Financial Advisor by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.
Listed skills include Educational Leadership, Curriculum Development, Elementary Education, Public Speaking, and 4 others.
Current workplace
Alejandro Lofaso's current company
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Palm Planning Group
9 roles
Alejandro Lofaso work experience
A career timeline built from the work history available for this profile.
2Nd Grade Esl Teacher
Given the great opportunity to teach second grade English Language Learners. Helped with parent outreach, especially with the Hispanic community, and tutored English to Spanish parents. West Sedona School was an incredible institution of highly dedicated teachers. Thank you Principal Keller and staff for an amazing experience.
Jan 2016 - May 2016
Dual Language/Bilingual/Esl/Gifted & Talented Resource Teacher
Twelve incredible years of service in Title 1 schools, ESL and Dual Language classrooms, and a Gifted & Talented resource teacher.
Aug 2006 - May 2015
Teacher
ELA-S/E certified 4/5 grade teacher at College View Elem. for the last 4 years. Responsible for the education of our second language learners. Served as a tutor in the past and currently. Helped to elevate the status of parental involvement and community outreach.
Jul 2002 - Oct 2006
Sales Representative
Worldcom Wireless
for Commercial and Personal Cellular Phone accounts. Top salesman 4 months in a row. Secured both large and small accounts.
Jul 2001 - Oct 2001
Snowboard Instructor
Instruction of snowboarding and guest service to children and adults at Breckenridge Ski Resort. Highest returning clientele for 3 months.
Jan 1999 - Jul 2001
Instructor/Guest Services
Instruction of snowboarding and guest service to children and adults at Breckenridge Ski Resort. Highest returning clientele for 3 months.
Jan 1999 - Jul 2001
Inside Sales Representative
Data Broker for insurance agents and mortgage brokers. Sold marketing solutions and high end data lists to increase the sales of clients. Top Salesman 3 months in a row.
Jul 1998 - Jan 1999
Sales Representative
Southwestern Publishing Company
Door-to-door Sales Representative (Top 17th of 2,400)Traveling sales of educational books across N.M. Responsibilities included territorial mapping, weekly sales training, 80+ hours of work per week, and excellent bilingual communication. Attended rigorous sales training.
May 1998 - Aug 1998
7 education records
Alejandro Lofaso education
Bachelor Of Science, Finance
Series 7 And Series 66 Financial Licenses, Finance, General
Stcinteractive.Com
Florida Life Including Variable Annuity & Health Insurance License (0215), Insurance, Pass
Sandi Kruise Insurance Training- Prelicense.Com
Masters, Educational
Licensure Program; University Of Denver (D.U.) 2011
Masters, Bilingual Education
Bachelor Of Arts, Education, 4.0
B.S, Multinational Business, 3.9
FAQ
Frequently asked questions about Alejandro Lofaso
Quick answers generated from the profile data available on this page.
What company does Alejandro Lofaso work for?
Alejandro Lofaso works for Palm Planning Group.
What is Alejandro Lofaso's role at Palm Planning Group?
Alejandro Lofaso is listed as Financial Advisor & Medicare Consultant at Palm Planning Group at Palm Planning Group.
What is Alejandro Lofaso's email address?
AeroLeads has found 1 work email signal at @palmplanninggroup.com for Alejandro Lofaso at Palm Planning Group.
What is Alejandro Lofaso's phone number?
AeroLeads has found 2 phone signal(s) with area code 561 for Alejandro Lofaso at Palm Planning Group.
Where is Alejandro Lofaso based?
Alejandro Lofaso is based in West Palm Beach, Florida, United States while working with Palm Planning Group.
What companies has Alejandro Lofaso worked for?
Alejandro Lofaso has worked for Palm Planning Group, West Sedona School, Jefferson County Public Schools, Denver Public Schools, and Worldcom Wireless.
How can I contact Alejandro Lofaso?
You can use AeroLeads to view verified contact signals for Alejandro Lofaso at Palm Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Alejandro Lofaso attend?
Alejandro Lofaso holds Bachelor Of Science, Finance from Florida State University.
What skills is Alejandro Lofaso known for?
Alejandro Lofaso is listed with skills including Educational Leadership, Curriculum Development, Elementary Education, Public Speaking, Bilingual Spanish, Leadership Development, Life Insurance, and General Insurance.
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