James Dilorenzo

As a financial advisor, Jacob's philosophy is rooted in building lasting relationships based on trust, integrity, and personalized service. Taking a holistic approach to financial planning, Jacob understands each client has unique goals and circumstances. This provides the opportunity to create tailored solutions that align with clients' long-term objectives. Jacob's commitment is to serve as a dedicated partner in clients' financial journeys, working tirelessly towards their prosperity and peace of mind. He has worked at Fifth Third Bank and Fifth Third Securities since 2024, with prior roles at Cetera Investment Advisors LLC and Regions Bank. Fifth Third Securities provides brokerage and investment advisory services through its Passageway Managed Account Program to individuals, charitable organizations, corporate clients, and institutional investors. The firm offers multiple discretionary managed-account programs and features such as direct indexing and tax-overlay services, operating as a wholly-owned subsidiary of Fifth Third Bank.

Do you plan to make work optional before age 65? I will use my tools and expertise to educate and empower you to be your own retirement hero, rather than try to convince you that you need to pay me or any other advisor year after year. While I provide investment advice, I do not offer ongoing portfolio management as a service and my only objective is to give you the best advice possible. My planning engagements typically consist of three to four meetings and span one to three months. We will work together to create a detailed plan for early retirement that doesn't ignore what you need to feel fulfilled in the present. You will be given free ongoing access to my planning software upon completion of our engagement and I will teach you how to navigate it. Visit my website today to learn more and don't forget when you are there to sign up to receive my free guide, The Top 10 Critical Mistakes People Make When They Plan To Retire Early.