Provenance Wealth Advisors
Financial Advisor Adrian Lorenzo has more than two decades of experience servicing clients throughout each phase of their financial life cycle. Adrian provides personalized retirement planning that includes guiding individuals with 401k, IRA and IRA Rollover planning, investment selection, life insurance, long term care, including stocks, mutual funds, bonds, annuities, employee stock benefit programs including 10b5-1 Plans for corporations, in addition to establishing company retirement plans.
Adrian graduated with a bachelor’s degree in Finance and International Business from Florida International University. He has earned the industry designations of Chartered Retirement Plans Specialist (CRPS®), Accredited Domestic Partnership Advisor (ADPA®), Retirement Income Certified Professional (RICP®), and is licensed in the state of Florida as a mortgage loan originator. Before joining Provenance Wealth Advisors, Adrian was vice-president – investments with Wells Fargo Advisors and started his career as a financial advisor with Morgan Stanley.
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Provenance Wealth Advisors
Provenance Wealth Advisors' team of experienced planners carefully evaluates the clients’ personal financial situations and their business and family responsibilities against a backdrop of their long and short-term goals. Proper planning is a process. Provenance Wealth Advisors understand the steps required to create a comprehensive life plan, the delicate conversations that often take place and the technical details that tie everything together.