I have been advising clients for over 17 years, spending many of those years working with one of the largest Wall Street investment firms in the industry. In 2002, I transitioned into a business owner, and started my firm, LoPresti Financial Group.
As a financial advisor who focuses primarily on investment management and retirement income planning, it is very important that I am able to offer the most suitable investment resources to my clients. In order to provide this level of customization and flexibility, I have partnered with BCJ Financial Group. This affiliation allows me the opportunity to work with my clients as a truly independent advisor, with access to a breadth of investment options.
I also have access to a large network of other independent advisors, a very knowledgeable and active investment committee, and many technological resources to help streamline my business, giving me more time for what is most important – you.
Rest assured, regardless of our name or brand, we only work in the best interest of our clients. This is my personal philosophy, and this will never change.
Meet the Team
Eric G. Burstock, CPA, PFS
Eric is a Certified Public Accountant and Personal Financial Specialist who has focused on tax preparation, tax reduction strategies, personal financial planning and investment management for individuals and institutions. His experience is vast spanning over 30 years. He is also a member of the American Institute of Certified Public Accountants. Eric’s motto is, “Always do what is best for my clients.”
Dan joins our firm having desired to bring to his existing and future clients both a true fiduciary experience and solid tactical performance. Transparency and integrity are sorely lacking in the financial industry and BCJ is all about these important attributes. Dan has been the COO for three different companies over the last 20+ years and has a BA in Economics from Boston University.
Anthony’s assists Dino with a number of tasks involved in the preparation of client financial plans and reports, including research and data gathering. Anthony is a graduate of the University of Akron with a Bachelor’s degree in Business/Finance. Anthony is currently studying to sit for his Series 65 Investment Advisor Representative exam.
Melissa is instrumental with respect to client interaction, new account paperwork, asset transfers and client support. Melissa is a graduate of the The Ohio State University.