LPL Financial Announces Partnership with Shorepoint Wealth Management: A Detailed Look

LPL Financial Welcomes New Financial Advisor: Justin Lotano

SAN DIEGO, CA – March 5, 2025

LPL Financial LLC, a leading retail broker-dealer and registered investment advisor (RIA) firm, announced today the addition of Justin Lotano, CDFA®, to its network. Lotano brings with him approximately $250 million in advisory, brokerage, and retirement assets, having previously served at Wells Fargo Advisors Financial Network.

Background and Experience

A dedicated professional with a strong focus on education, Lotano holds a Certified Divorce Financial Analyst (CDFA®) certification. This designation equips him with the expertise to help clients navigate the complex financial aspects of divorce. With a passion for delivering customized financial strategies, Lotano aims to provide peace of mind to his clients, enabling them to focus on their personal lives.

Impact on Individuals

For individuals going through a divorce, the financial implications can be overwhelming. Justin Lotano’s expertise and experience as a CDFA® will prove invaluable in helping them navigate this challenging time. His arrival at LPL Financial signifies a significant expansion of resources and services for those seeking professional guidance in managing their financial future during and post-divorce.

  • Enhanced financial expertise for individuals going through divorce
  • Customized strategies to help manage financial implications of divorce
  • Professional guidance and peace of mind during a challenging time

Impact on the World

The addition of Justin Lotano to LPL Financial not only benefits individuals going through a divorce but also contributes to the broader financial services industry. This move signifies a growing recognition of the need for specialized financial expertise in managing the complexities of divorce. As more individuals seek professional guidance in this area, financial advisors like Lotano will play a crucial role in ensuring that clients receive the support they need to navigate their financial future.

  • Growing recognition of the need for specialized financial expertise in divorce
  • Expansion of resources and services for managing the financial implications of divorce
  • Contribution to the overall growth and evolution of the financial services industry

Conclusion

LPL Financial’s announcement of the addition of Justin Lotano, CDFA®, to its network marks a significant expansion of resources and services for individuals going through a divorce. Lotano’s expertise and experience in this area will prove invaluable in helping clients navigate the complex financial aspects of this challenging time. Moreover, his arrival at LPL Financial signifies a growing recognition of the need for specialized financial expertise in managing the financial implications of divorce. As more individuals seek professional guidance in this area, advisors like Lotano will continue to play a crucial role in ensuring that clients receive the support they need to secure their financial future.

For more information about LPL Financial and its services, please visit their website at www.lpl.com.

*Assets under management, advisory, and brokerage as of January 2025

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