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Podcast: Net Profit Podcast- Accelerate Your Profits with Ryan Kimler
Episode: Joe LoPresti: Achieving Freedom Through Planning
Description: About Joe LoPresti: Joseph F. LoPresti is the founder and CEO of ClearPath Family Office and Arlington Wealth Management, bringing nearly four decades of experience in wealth advisory. Disillusioned by Wall Street’s sales-driven culture early in his career, Joe developed a proprietary investment methodology focused on wealth preservation, proactive planning, and business exit strategies. Over the past 25+ years, he has helped business owners and families align their wealth with business strategy, ensuring financial security and legacy preservation. A dedicated family man and 3rd generation winemaker, Joe has been married for 35 years and has three daughters who share his pa...