Abe is a Certified Plan Fiduciary Advisor who has spent the last ten years growing his financial planning firm. He is a graduate of Columbia University's Holistic Financial Coaching certificate program and is a certified V3 (Virginia Values Veterans) employer. Formerly with MassMutual, where Abe was promoted to Leadership Director and Junior Partner of his 90-advisor firm, he honed his skills as a wealth management advisor. Today, his local, independent firm is brokered by Equitable Advisors, leverages the strength of LPL Financial, and combines the best of what the last nine years have taught him about both insurance and investments. Abe also serves on local boards of directors for charities that include Horizon Behavioral Health, Freedom 4/24, and the Lynchburg Morning Rotary Club. Abe lives in Lynchburg with his wife Emily and their two children.
Loper Financial is not owned or operated by Equitable Advisors or Equitable Network.