We help individuals and families pursue their ideal retirements.
Meet The Team
The team behind Smart Wealth Strategies is made up of qualified professionals passionate to help you in planning your life’s goals.
ANTONIO (TONY) LUGO III, MBA, CRPC®
MANAGING DIRECTOR
CHARTERED RETIREMENT PLANNING COUNSELOR℠
With over 20 years in the financial services industry, Antonio discovered that traditional financial planning doesn’t work. The reality is that things will change but is your plan prepared for it? My role is simply to bring clarity and confidence so you can properly plan to achieve your wants and dreams.
Ready To Take The Next Step?
For more information about any of the products and services listed here,schedule a meeting today or register to attend a seminar