Jeremy M. Lobo, CFP®, CFS, AIF®

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 appeared in the December, 2023 issue of Connecticut Magazine*. He was also featured in Fortune magazine (December 2023 / January 2024 issue) and The Wall Street Journal (February 28, 2024).

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 23 years and their two children.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFICED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standard, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.

This award was issued on 11/1/24 by Five Star Professional (FSP) for the time period 2/13/24 through 8/30/24. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3710 Connecticut-area wealth managers were considered for the award; 282 (8 % of candidates) were named 2024 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria - required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria - considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. FSP is not affiliated with Raymond James. Visit www.fivestarprofessional.com.