Richard S. Lotito
Investment Adviser Representative
Richard S. Lotito, AIF®
Dynamic Wealth Consulting, LLC
345 Kinderkamack Road, Suite B, Westwood, NJ 07675
Email: RLotito@DynamicWealthConsulting.com
Office: (201) 383-2277
Fax: (201) 383-2276
Richard’s clientele consists of families, individuals and small business owners. His professional center of attention is to provide investment strategies to help his clients pursue and ultimately work towards their goals and objectives. He serves as a trusted advisor for many families and businesses. He helps his clients strategize their financial goals and aspirations in a way that clients understand the course of action that Richard is recommending they take. Well defined goals are an essential part of the planning process. Richard views himself first and foremost as an educator to his clients as he believes that through this process clients should be empowered to make their own financial decisions and the cause and effect these decisions have on their life.
Richard S. Lotito is a Registered Representative with LPL Financial, holding the series 6, 7, 63 and 65 Securities Registrations through LPL Financial with NJ, NY, NV, PA, FL, CA, TX, DE, KY and VA. He also maintains his Life, Disability, Health and Variable Insurance Licenses in NJ, NY, PA, FL, VA, ME and CA #0G51154. He also obtained in 2016 certification for the AIF designation. As a fiduciary he is required by practice to act solely in the interests of and undivided loyalty to his clients.
Richard is an alumnus of Don Bosco Prep, Ramsey, NJ and Seton Hall University, South Orange, NJ where he graduated with a degree in Economics in 2002.
He started his career in the financial services industry in 1999 during college through an internship with Guardian Life Insurance Company of America. After graduating from college all the appropriate licenses were obtained and he obtained a full-time agent position with the prestigious insurance firm.
Richard is a member of the networking organization New Jersey Business Referral. The group consists of other business owners and professionals in the local area.
Richard lives in Bucks County, PA with his wife Jessica, son Lukas, daughter Lia & son Logan.
Richard also enjoys various outdoor activities including scouting through the BSA, camping, fishing & amateur photography.