JOSEPH LOPRESTI
Arlington Wealth Management
As a Certified Exit Planning Advisor (CEPA®), Joseph Lopresti is equipped with the training, skills, and tools needed to strengthen relationships with business owners and serve as their most trusted advisor.
Through the knowledge learned in the credentialing program, CEPAs® holistically plan for an owner’s life outside of their business while successfully building significant value in their organization prior to their exit. Not only will a CEPA® help you effectively transition your business, but will also advise you on personal and personal financial matters.
{custom_meta_description=Joseph Lopresti - - Arlington Wealth Management - Arlington Heights, Illinois, city=Arlington Heights, display_country=United States, hs_object_source_detail_1=Find A CEPA (NOVEMBER 2024), hs_object_source_label=AUTOMATION_PLATFORM, url_slug=joseph-lopresti, lname=Lopresti, hs_object_source_id=enrollmentId:1403664642383;actionExecutionIndex:0, cepa_attendance_sheet_url=https://exit-planning-institute.org/hubfs/Certificates%20of%20Attendance/CEPA%20NOVEMBER%202024/LOPRESTI-JOSEPH-CERTIFICATE%20OF%20ATTENDANCE-CFP-NASBA-CEPAOnline-Nov%202024.pdf, hs_createdate=1733148301237, cohortium_profile_title=Joseph Lopresti | Wealth Manager at Arlington Wealth Management | CEPA Connect Member, state=Illinois, id=20386686841, advisor_type=Wealth Manager, custom_page_title=Exit Planning Institute - Find a CEPA | Joseph Lopresti, email=jl@arlington-wealth.com, cohortium_meta_description=Connect with Joseph Lopresti, a specialized Wealth Manager working with Arlington Wealth Management based in Illinois., associated_contact_record_id=41343174935, website=https://arlington-wealth.com/, cepa_certificate_url=https://exit-planning-institute.org/hubfs/CEPA%20Certificates/CEPA%20NOVEMBER%202024/8204_Lopresti_CEPA-Certificate-2024-November.pdf, is_editable=editable, url_slug_2=joseph-lopresti, impersonate_user_url=https://exit-planning-institute.org/member-detail/joseph-lopresti?impersonation=true, full_name=Joseph Lopresti, hs_lastmodifieddate=1764932321794, phone=8476704030, company_name=Arlington Wealth Management, name=Joseph, hs_object_id=20386686841, associated_resources=0, hs_object_source=AUTOMATION_PLATFORM, postal_code=60005, status=Published, hs_updated_by_user_id=49327279}
- Advisor Type: Wealth Manager
- Website:
https://arlington-wealth.com/ - Phone: 8476704030
- City: Arlington Heights
- State: Illinois
- Postal Code: 60005
- Country: United States
- Designations:
- Markets Served:
- Company Name: Arlington Wealth Management
