Richard LoPresti
CFP®, CWS®
Milestone Asset Management Group
Financial Planner
Richard LoPresti
CFP®, CWS®
Milestone Asset Management Group
Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Richard LoPresti, CFP®, CWS®
Fee-Only financial planner located in Milford, CT, serving clients locally and across the country
Meet Richard LoPresti
Richard LoPresti is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Contact Richard LoPresti
Office Locations:
-
118 Gulf St
Milford, CT 6460 -
118 Gulf St
Milford, CT 6460