Joseph A Lotozo, CFP®, ChFC®, AAMS™, CRPC™, CRPS™

PROFESSIONAL BACKROUND
As a lifelong resident of Upper Arlington and a proud graduate of its high school, I have dedicated over ten years to serving as a financial advisor with Edward Jones. My deep understanding of the local community, combined with extensive professional experience, allows me to forge meaningful relationships with clients by focusing on what truly matters to them. My approach is rooted in a meticulously designed process to manage assets, create growth strategies, and establish lasting legacies. We work closely with you, your CPA and your attorney to ensure that you stay on track.

I attended "THE" Ohio State University, earned my MS in personal financial planning, my CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Consultant® (ChFC®) certifications. I joined the firm in 2012 and enjoy building strong relationships with our clients.

COMMUNITIY INVOLVEMENT
My commitment to Upper Arlington and the broader Columbus area extends beyond professional services. As a Newsie for Charity Newsies, I take pride in supporting children in need within Franklin County. During my time at OSU, I loved playing rugby and now serve on the board of the OSU Rugby Alumni Society. My roles as a board member of the Tri-Village Chamber Partnership and Leadership UA are further testaments to my dedication to our community’s growth and well-being. Residing here with my wife, Alaina, and our daughters, Lorelei and Margot, I am deeply invested in the area’s future, participating in local activities such as beekeeping, gardening, traveling and weightlifting.

OUR TEAM
Kuli, our branch office administrator, is originally from South Africa and joined the team after participating in the Disney program and moving to Columbus with her husband, Brad, a chef. They have two daughters. Her background and interests in fashion, architecture, travel and philanthropy bring a unique perspective to our team, ensuring a well-rounded service experience.

OUR COMMITMENT
From the Upper Arlington Tremont Center, we are committed to meeting with you in person or virtually. We are focused on helping individuals and families create future or current income strategies for retirement or legacy considerations, as well as busy professionals balancing multiple goals.

Ready to take control of your financial future? Call us today at (614) 874-2372. We look forward to working with you!

Hours

Office HoursWeekdayAvailability
Mon09:00AM - 05:00PM
Tue09:00AM - 05:00PM
Wed09:00AM - 05:00PM
Thu09:00AM - 05:00PM
Fri09:00AM - 05:00PM
SatClosed
SunClosed

(614) 874-2372

2094 Tremont Center, Suite 4
Upper Arlington, OH 43221