Broker Check
Jeremy M. Lobo, CFP®, CFS, AIF®

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 four 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 ninth consecutive year, Jeremy was selected as a Connecticut Five Star Wealth Manager, and will appear in the December, 2020 issue of Connecticut Magazine*. He will also be featured in Fortune magazine (December issue) and The Wall Street Journal (February 24, 2021).

Jeremy is an Investment Adviser Representative of Commonwealth Financial Network ®. He was named to the 2019 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 20 years and their two children.

 

Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 3,048 Connecticut-area wealth managers were considered for the award; 285 (9% of candidates) were named 2020 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences 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.