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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorenzo? Claim Your ProfileLorenzo Alfonso is an Investment Advisor Representative at Grant Private Wealth Management, based in PLEASANTON, CA. Lorenzo Alfonso is a licensed Investment Advisor Representative in California, Colorado, and Texas. Lorenzo Alfonso has been working in the financial industry since December 2022. Lorenzo Alfonso holds a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Lorenzo Alfonso specializes in providing financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
05/10/2024 - Present
Grant Private Wealth Management (PLEASANTON CA)
IA
Issued 05/02/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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