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Our financial advice team


John Joseph Lomba, Financial Advisor serving the Seminole, FL area - Ameriprise Advisors

John Joseph Lomba

APMA, CRPS, CMFC

Financial Advisor

Managing Partner of
Florida Wealth Planning Group
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Insurance
  • Executive Compensation and Benefit Strategies
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Business Retirement Plans
  • Cash Flow Management Strategies

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • CRPS™ Chartered Retirement Plans Specialist™
  • CMFC™ Chartered Mutual Fund Counselor™

Awards & recognition

  • Ameriprise Chairman's Award, 2013
  • Florida Wealth Planning Group, Ameriprise Client Experience Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Metropolitan Ministries
  • American Cancer Society
  • Feeding America
  • St. Jude Children's Research Hospital

Interests

  • Family
  • Reading
  • Physical Fitness
  • Outdoor Sports
  • Boating
  • Public Speaking
  • Cooking