Anthony Lofaso

Foundation Treasurer

Tony Lofaso is a well-respected and accomplished professional with a distinguished career in financial planning spanning over four decades. Educated at the College of Financial Planning, Tony earned the CERTIFIED FINANCIAL PLANNER™ designation in 2001. Tony also holds credentials from The American College, including the Chartered Financial Consultant (1985), Chartered Life Underwriter (1986), Retirement Income Certified Professional (2016), and Chartered Special Needs Consultant (2018). A graduate of Bradley University with a Bachelor of Science in Business Administration (1972), Tony has consistently demonstrated a commitment to professional growth and development.

Tony’s extensive experience includes working as a Financial Consultant with Equitable Financial / AXA Advisors, LLC from 1980 to 2014, and with J.W. Cole Advisors, J.W. Cole Financial from 2014 to the present. In these roles, Tony has helped individuals and businesses make informed financial decisions through comprehensive planning. Additionally, Tony served as a Peace Corp Volunteer in Colombia from 1974 to 1977, showcasing his dedication to service and community.

Recognition for Tony’s contributions to the industry include serving as Past President of the Palm Beach County Chapter of the Society of Financial Services Professionals, receiving the MDRT Foundation Knight designation, and being honored with the Palm Beach County NAIFA Community Service Award and the NAIFA Agent of the Year award in 2003.

A dedicated community leader, Tony has been actively involved in numerous organizations, including the West Palm Beach Chapter of Jaycees (President 1983-84), Rotary Club West Palm Beach (Member since 2002, Board of Directors 2005, President 2011-2012), Civitan Club (1988-1994, President 1991-92), Florida Easter Seals Society Palm Beach County (1989-2011), Leadership Palm Beach County (1996 graduate, President 2004-2005), United Way Volunteer (1996-2011), Non-Profit Resource Institute (Chairman 2000-2004), Toastmasters International West Palm Beach Chapter (Past President 1999-2000), Hispanic Chamber of Commerce of the Palm Beaches (Board Member 2003-2006), Palm Healthcare Foundation (Allocation/Grant Committee 2006-2011), Palm Beach County Sports Commission (2010-Present, President 2021-2023), Arts 4 All (Board President 2018-Present), and SENA (Board Member 2012-2016). Board member Center for Financial Literacy @ Palm Beach Atlantic University 2024, Parks Foundation of Palm Beach County Treasurer 2023-present.