Leadership Spotlight on Tony Lofaso - Class of 1996

Alumni Relations Committee
December 9, 2013


Leadership PBC President - 2004-2005



Who encouraged you to apply for LPBC/How did you get involved in LPBC: An article in the Palm Beach Post highlighting Leadership Graduates

How has LPBC affected you? Increased awareness of the issues facing PBC,  the diversity of the people and the people who are leaders in the county

What is your fondest LPBC memory? As a program chair for both adult and youth the expressions on the faces of appreciation of learning more about the place we all live.

What is something unexpected or surprising that you have derived from your involvement with LPBC?  The compassion, the commitment of the past presidents, their dedication to continuing to make Palm Beach County a better place to live.  Also how LPBC has been on the forefront of Ethics, Non Profits First

Where do you work and what do you do for a living: Palm Planning Group , as a Certified Financial Planner(CFP) assisting my clients to live their life knowing they will reach their financial goals for all the reasons that are important to them.

What is your favorite aspect of your job:  Knowing I helped my clients achieve financial peace of mind so they can do the things that are important to them.

Your education:  Bachelor in Business Administration Bradley University,  CLU & ChFc American College, CFP , College for Financial Planning

Your civic and community involvement: Past President WPB Rotary, Past President Toastmasters International.   Board member VSA and SENA, LPBC Past Presidents

Your professional/trade industry associations: NAIFA, MDRT, Society of Financial, former member FPA

 Your family:  Married to Blanca, 3 sons and 3 grandchildren

City of birth: New York City

Place of residence: West Palm Beach

First job: Food sales for NY JETS, NY Mets, NY Knicks and NY Rangers

Word that best describes you: Zest for life

Your motto:  If I help enough people get what they want, I will get what I want

What brought you to Palm Beach County: Job opportunity

How long have you lived in PBC: 34 years

Where we would find you on a Saturday afternoon: playing golf

What is your idea of perfect happiness:  Family, friends and enjoying a good meal

What talent would you most like to have:  To make people laugh

Would not leave home without:  My wallet

What do you consider your greatest achievement:  My family

Greatest extravagance:  Long vacations

Mentor: Richard Linn, Marvin Greene, Al Weiner, Woody Biondo

Who are your real life heroes:  My parents and my wife

Most important lesson you've learned:  To be a servant leader

Person most interested in meeting:  Warren Buffett

Life motto:  I am blessed with faith, family and health

Best vacation you have taken: Haven’t taken it yet

Last vacation:  To Spain, Portugal, France and Belgium

Place you most want to visit: The Far East

Most interesting place you have visited:  Normandy Beach, France

Last book(s) read and favorite writers:  The Mulligan, mystery writers

Favorite spot in Palm Beach County:  My home

Favorite restaurant:  Don Ramon’s in West Palm Beach

Favorite movie:  The King’s Speech

Favorite TV show: Are you Smarter than a 5th Grader?

Best decision: To marry my wife

Worst decision: Work for US Forest Service in Oregon

Toughest decision: To join the Peace Corps in Colombia

Goal yet to be achieved: Take of 2 months vacation each year

Leadership Spotlight