Jeremy M. Lobo, CFP®, CFS, AIF®
Co-Owner and Founder
Jeremy Lobo is Co-Owner and Co-Founder of Lobo & Pascale Wealth Management, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and has been helping investors reach their goals for over twenty six years. Founded in 2001 and headquartered in Wallingford, CT, Lobo & Pascale Wealth Management, LLC specializes in retirement planning and provides comprehensive financial services to high net worth 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. Jeremy has a passion for educating the public on the common mistakes investors make approaching retirement and how to help avoid them. For the eleventh consecutive year, Jeremy was selected as a Connecticut Five Star Wealth Manager, and will appear in the December, 2022 issue of Connecticut Magazine*. He will also be featured in Fortune magazine (December 2022 / January 2023 issue) and The Wall Street Journal (February 22, 2023).
Jeremy is an Investment Adviser Representative of Commonwealth Financial Network ®. He was named to the 2021 Commonwealth Summit 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 also a member of the Financial Services Institute. Jeremy sat on the Board of Directors for the Connecticut Better Business Bureau for seven years.
On a personal note, Jeremy is an avid boater and enjoys coaching youth baseball and basketball. 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 of 22 years and their two children.
2022, 2021, 2020, 2019, 2018, 2017, 2016, 2015, 2014, 2013, 2012 Five Star Wealth Manager Award, created by Five Star Professional. The 2022 award was presented in November 2022 based on data gathered within 12 months preceding the issue date. 2950 Connecticut-area advisors were considered, 290 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.
**Based on a ranking of annual production among Commonwealth’s network of 1,750 financial advisors.