With years of experience as an executive coach, alternative wealth advisor and strategist I founded Loture Financial with a mission to empower families to build and protect their financial freedom, independence and legacy.
I started my career on Wall St, working in boiler rooms as trader in my teens, then moving to Goldman Sachs and later to Lehman Brothers, where I was one of the youngest executives, leading Global Technical Strategy for FOREX and Fixed Income departments. At Lehman my team and I created strategies for larger institutional clients and Global central banks and we were recognized as Top 3 teams by the All-American Institutional Investor Survey for over 5 years in a row. The strategies we developed have helped many of our clients grow their portfolios by 10+% in some of the more volatile years in early 2000s. Then in 2006, I decided to shift my attention away from institutions and focus on family and entrepreneurship, and after completing my MBA from Stern School of Business at NYU, I left Wall Street behind.
The market collapse of 2007/2008 was a great teacher that revealed just how vulnerable and unprepared the majority of people were to market shifts and the recession that followed. I realized that I wanted to do more…
Since the birth of my own kids, I have been focused on the role strong family and in particular fathers play in our lives and have developed a system to approach family and business as a unified part of an infinite game. This is what I call the Wealthy Family Blueprint and I have been dedicated to helping families build their legacies with this blueprint ever since.
My daughters and I love adventure stories and as a nod to JRR Tolkien, I named my company Lóture - which means Abundant Growth. I believe that wealth building is like gardening, you have to have the right foundation, strategically plant seeds, nurture it and then, you will create a wealth garden that will bloom for generations to come.
At Lóture Financial - We focus on financial education and wealth creation through infinite banking, guaranteed retirement accounts, tax-strategies and cash-flowing investments. I believe that this blueprint will create a ripple effect and impact families we serve and communities around them for generations to come.
founder and CEO
Loture Financial
Innovation
Fresh, creative solutions.
Integrity
Honesty and transparency.
Excellence
Top-notch services.
50 E Ridgewood Ave, Suite 220 Ridgewood NJ 07451
(551) 305-3385 | [email protected]
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