James Lepore Email & Phone Number
Private Wealth Strategist
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James Lepore Location
- Wooster, OH, US
James Lepore Work
- Private Wealth Strategist @ Cascade Financial (January 2024 - Present)
- Financial Advisor @ (February 2017 - January 2024)
James Lepore Education
- The Ohio State University 2006-2009
- University of Central Florida 2005-2006
James Lepore Skills
- 401K Options
- Asset Allocation
- Asset Protection Strategies
- Estate Considerations
- Financial Analysis
- Portfolio Review
- Risk Assessment
- Strategic Planning
James Lepore Summary
- James Lepore, based in Wooster, OH, US, is currently a Private Wealth Strategist at Cascade Financial. James Lepore brings experience from previous roles at Edward Jones. James Lepore holds a 2006 - 2009 The Ohio State University. With a robust skill set that includes 401K Options, Asset Allocation, Asset Protection Strategies, Estate Considerations, Financial Analysis and more. James Lepore has 2 emails and 3 mobile phone numbers on RocketReach.
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