ABOUT

Lorenzo serves as the Advanced Planning Team Director at ARI Financial Group, where he excels in designing bespoke financial models for Ultra High Net Worth individuals seeking whole life insurance solutions for estate planning, legacy building, and wealth transfer. With over six years of industry experience, Lorenzo has developed a keen analytical ability to adapt and plan for every scenario, ensuring clients receive the most tailored and effective premium finance structures. His commitment to client engagement and education is paramount, as he works closely with clients throughout the sales process to ensure their needs are met and deals are successfully closed.

 

In addition to leading a dedicated team of four professionals, Lorenzo is an integral part of the sales team, actively participating in client meetings and sales presentations. He leverages his expertise to provide customized solutions that align perfectly with each client’s unique requirements. His proficiency with cutting-edge digital and analytical tools ensures precision and effectiveness in all models. Lorenzo also manages relationships with life insurance carriers, organizing regular trainings to stay updated on the latest products. His role involves frequent travel to key markets such as New York, Los Angeles, and London, where he meets with clients to support the sales team in closing deals.

 

Proud of his rich cultural heritage, Lorenzo is originally from Italy and Honduras and speaks fluent Italian, Spanish, and English. Outside of his professional life, he is passionate about music and sports, particularly soccer. He enjoys playing the ukulele and guitar, finding joy in both creative expression and physical activity. Lorenzo is currently pursuing the CLU® and ChFC® designations from The American College of Financial Services.

AWARDS & RECOGNITIONS