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Lisa Crosta
Director Of Wealth Management at Bpp Wealth Solutions,
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Work Experience
Director Of Wealth Management
2020 - Present · 4 years and 11 months
Fpa Of Nj, Board Of Director
2018 - Present · 6 years and 11 months
NexGen Financial Group
Vice President Of Sales, Director Of Financial Planning
2020 - 2020
Company Details
2-10 Employees
BPP Wealth Solutions, LLC's mission is to help clients Build Protect and Preserve Wealth for Generations(TM). We help our clients clarify what they want and then we work with them to match their goals to their income and assets. Then we devise and implement their Security Income Plan (R) to map out how they can achieve their goals. Once the plan is in place and the goals are on their way to being fulfilled, we then create further planning to ensure that wealth can be handed down to future generations.
Year Founded
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Social Media
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Industry
Financial Services
HQ Location
45 Broadway 17th Floor New York, NY 10006, US
Keywords
Generational Wealth PlanningRetirement PlanningInsurance PlanningEstate PlanningTax PlanningEducation PlanningIncome Planning
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