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Los Angeles - Investment Mgmt |
Specialties: Financial Advisor |
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Lorenzo EsparzaExecutive Director - JP Morgan
Lorenzo Esparza is an Executive Director with JP Morgan Securities. With a dedicated Private Client practice, Mr. Esparza is an expert in asset management, private banking, credit, lending and wealth management. An attorney by trade, Mr. Esparza serves as a dedicated Trusted Advisor to discrminating clients across the country.
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(310)201-2615
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2029 Century Park East
Los Angeles, CA 90067-2901 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor |
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| Group |
SBAY2 |
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| Business Name |
JP Morgan |
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| Title |
Executive Director |
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| Address |
2029 Century Park East
37th Floor
Los Angeles, CA 90067-2901
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| Work Phone |
(310)201-2615 |
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| Fax |
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| Web Site |
www.jpmorgansecurities.com |
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| Member Since |
3/2011
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With JP Morgan, Mr. Esparza's practice is capable of handling all aspects of a client's financial needs.
JP Morgan offers a prestigious and comprehensive banking network around the world that can serve clients wherever they reside.
JP Morgan has a robust credit and lending platform that can service a variety of unique and complex lending needs in residential, commercial and investment property around the world.
With JP Morgan's respected and impressive investment platform, Mr. Esparza delivers exceptional investment prowess to assist his clients and their individual goals and objectives.
Mr. Esparza works with wealthy individuals and families to solve complex issues surrounding investment management, estate planning, retirement planning, wealth transfer, insurance planning, credit and lending across many areas.
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1) Retirement Planning
2) Portfolio Analysis
3) Liability Analysis-Evaluate existing loans on any asset.
4) Insurance Planning-Evaluate and audit existing or proposed insurance vehicles.
5)Investment Management
6)Single Stock Concentration Management
7)Gifting Strategies
8)Wealth Transfer
9)Private Banking
10)Business Banking
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Individuals ranging from a retiree to a busy Professional. Business Owners, entrepreneurs, Artists and Athletes.
At least $1m of investable liquid assets and desire for unique one on one customized solutions.
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Information Not Available
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Downtown LA, Newport Beach, Santa Barbara, New York, Chicago, San Francisco, Seattle, West Palm Beach
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| Charities |
Stroke Association of So Cal
Wellness Community-West LA
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| Graduate Degrees |
Juris Doctor - Loyola Law School, Los Angeles
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| College Degrees |
Bachelor of Arts - The University of California at Santa Barbara
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