Finding a financial professional you can trust is key to achieving a successful retirement.
Certified Financial Fiduciaries® (CFF) are sworn to uphold the highest moral, ethical and fiduciary standards of service when providing advice to potential or existing clients. By choosing to work with a Certified Financial Fiduciary® you can be confident that your best interests will always come first!
Jonathan Vasquez is a strategic retirement planner to Los Angeles' top financial services company. Jon serves his clients by educating and explaining ways to maximize retirement accounts to include 403b, 457, 401ks, and IRAs.
Additionally, Jon has advised many state and federal employees on retirement solutions. His unique blend of strategies and discipline has produced a demonstrated track record of successful outcomes for his clients. He is frequently sought after to speak on issues related to retirement planning and how clients can mitigate – and ultimately overcome – significant risk.
As an Air Force veteran, Jon completed 3 overseas tours and continues to help military veterans and local communities.
Jon lives in Thousand Oaks with his high school sweetheart Alexis and 2 young boys, Daxton and Declan. Alexis works alongside Jon, as an Investment Advisor Representative . Working as a team, they provide some of the most unique strategies and ideas for all situations. When not working, they enjoy spending time with family and participating in outdoor activities.
Fortunato (Fortune) Puleo was born in Sicily and moved to the United States at the age of 6. By the age of 10, he worked with his family in their pizza place and quickly learned the value of work ethic. Early mornings and late nights were just things he thought everyone did. Fortune later learned the mason trade from his father and became a union bricklayer. By 19 years of age, he became the youngest journeyman in his local and was helping 30-year-old rookies with the skill of masonry.
In 1988, Fortune’s passion turned to the financial industry and realized the work ethic he embraced at an early age would be a major benefit for his clients. When Fortune founded Vista Finance Group, LLC, he set out with the objective to help clients eliminate as much confusion as possible in the planning of their financial futures.
Fortune is very diligent in helping his clients achieve their long-term financial objectives by utilizing sound insurance products.Fortune believes everyone should have someone with honesty, integrity and commitment to help make things simpler and less complicated for their financial plans.
Fortune is a lucky husband and proud father of two wonderful children, Dante and Giselle.
Nick Sloane is President of Sloane Wealth Management and has been an outstanding financial services professional for over thirty years. He is certified by the American College in Bryn Mawr, Pennsylvania as a Chartered Financial Consultant (ChFC®) and has received the Certified Retirement Counselor (CRC®) designation by the International Foundation for Retirement Education. He acts as a fiduciary Investment Advisor Representative of Wealth Watch Advisors, LLC, a Registered Investment Advisor.
Nick and his team take a holistic approach in working with clients to create the retirement plan best suited to them. He helps them avoid the threat of running out of money during their lifetimes, pay for health care and long-term care costs, as well as reduce unnecessary risk with investments. He also ensures their estate planning is up to date, helps them find ways to reduce taxes and much more.
Nick realizes that things will change, not only with the personal lives of clients, but also how the financial world innovates or moves in different directions. Therefore, he stays on top of current financial trends and helps clients build flexibility into their retirement plans. This approach goes beyond just setting the foundation for their financial futures; it also allows them to more readily adjust when needed. He is a lifelong Chicago area resident and currently resides in Glendale Heights, IL. For fun, he attempts to play golf, likes to hike in the summer and enjoys travel to warm weather destinations in the winter. He also enjoys spending time with family and friends.
John Keeble, CFP® (a CERTIFIED FINANCIAL PLANNER practitioner), ChFC (Chartered Financial Consultant), is a Registered Investment Advisor, and a Registered Principal of Cetera Advisors, LLC. John is the founder of FULL CUP FINANCIAL, LLC, a financial planning and wealth management firm. John and his firm, provide a boutique financial planning experience for clients with access to the resources of some of the largest national firms. Good Stewardship is the mission of John Keeble and his firm for clients and the mission also includes the objective of providing financial education.
John and his wife, Beth, met at the University of Georgia in Athens where they both graduated. John earned a Bachelors of Business Administration (BBA) in Finance at UGA and earned the Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) from The American College. John and Beth moved to a farm in Athens after raising their daughter and son, and enjoy horseback riding, UGA football, and the many other benefits found in the Athens community. They spend part of the week in their Atlanta home and John maintains an office in Atlanta. Beth owns Athens Homes and Farms, LLC, a real estate company engaged in helping individuals buy and sell homes and farms in the Athens area. John and Beth are both REALTORS® with Keller Williams Realty Cityside. John and Beth attend Athens Church, Buckhead Church and are involved in and support Young Life in both Athens and Atlanta.
Kelly Lesnick has a diverse background that provides her with many perspectives and experiences. She has worked in all aspects of the restaurant business, retail, banking, dry cleaning, and healthcare. Kelly also served for 10 years in the United States Air Force as a Healthcare Administrator. In the Air Force and all over the globe, she served in medical logistics, group practice management, resource management, and managed care.Today, she applies these experiences to help clients efficiently plan for life goals, manage their financial lives, and create strategies that foster lifelong prosperity.
Kelly lives in Boerne, TX with her husband and General Patton, their super cute American Pointer.She is the American Financial Education Alliance (AFEA) Chapter President for the Boerne area and manages Lesnick Company’s Hill Country location along with company operations, analysis, and design of your desired financial outcomes.
Even interactions with clients who have accumulated significant wealth revealed most were poorly or never educated how to create a perpetual retirement income for themselves and their spouse. Few are preserving, protecting and perpetuating their wealth to their children and charities of they wish to endow.
Specializing in wealth management, retirement and legacy planning along with income continuation plans, Mark offers an array of services depending on your goals. Holding credentials including, FINRA Series 6, 63, 26 and 65, Life and Health Insurance licenses, being a Certified Annuity Specialist (CAS) and being a Certified Financial Fiduciary (CFF), Mark possesses the licensing and tools necessary to assist you in all aspects of financial planning to: Maximize your income today while protecting, preserving and perpetuating your wealth for tomorrow!®
Mark resides with his wife and business partner, Terry Charnet, in Wayne, NJ. Mark and Terry have been happily married for 32 years, and have 4 children. As well as being an accomplished alpine skier, captain of his own boat, pianist and composer, Mark has served on multiple charitable boards and raises money for various charities and organizations across the globe. In Mark’s opinion charitable giving is the world’s best preventative medicine.
Hoyt Robey was born on Long Island, New York, raised in an aviation and farming family in Kansas City, Missouri. He married his college sweetheart, LeeAnn, in Bellevue, WA and is the father of five children and eight grandchildren (and counting!). His mother once said the only thing they had against him is that he is a 'yankee'.
He is an avid outdoorsman, even riding a self supported bicycling tour from Bountiful, UT to the North Rim of the Grand Canyon for his oldest son Jencen's senior trip. In the wintertime you will find him cross country skiing or Fat biking at the Ogden Nordic North Fork trails and in the summer kayaking at Pineview or Causey resevior's. His earlier awards as an Eagle Boy Scout have also helped him to be an active volunteer in the community, giving back with a significant amount of his personal time.
After serving a church mission for two years in Utah he is now thrilled to be Utah resident with the people and mountains that he loves! Most recently he and his wife have fulfilled an 18 month mission serving in the Ogden, Utah, Young Church Service Mission. "What an honor it has been to mentor these Young people with special challenges".
Even after several years’ experience in lending & financial services I still get exited every time I am able to see my clients positioned for success. I had the privilege of serving my country and my community as an Airman in the United States Air Force and as a Fireman/Medic here in central Texas. Every day I carry that same spirit of service and commitment into my practice to better the lives of every person I come in contact with.
Mr. Bute has been helping investors protect their assets and invest wisely for over 20 years.His practice focuses on helping retirees and those preparing to retire implement a “Living in Retirement Plan” that focuses on protecting their retirement assets, guiding the selection of the right method of creating retirement income that can last a lifetime and guide the selection of insurance products addressing LTC, Health, Final Expense and Estate planning.
Mr. Bute was selected as a 2013, 2014 and 2015 5-Star Wealth Manager.The Five Star Wealth Manager selection is the largest and most widely published financial services award program in North America.Mr. Bute holds the National Social Security Advisor and Certified Financial Fiduciary designations.
Mr. Bute graduated with a B.S. from Nicholls State University and earned his MBA from Tulane A.B. Freeman including International Finance studies in Brussels, Belgium.He served as a Business Analyst for Fortune 500 companies prior to entering into the financial services industry.
After the devastation resulting from Hurricane Katrina, Mr. Bute opened Destiny Investments to help rebuild the future of the individual, the family, and the community.
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