Background

Why Asterion?

The word “Asterion” has 2 main meanings:

In Greek Mythology, Asterion was the King and Protector of Crete. He made the smartest decisions for his people, and his home, and made sure everyone was happy. He was kind, and humble, and was sure to keep watch over everyone he loved.

In medical terms, The Asterion is an anatomical landmark on the lateral aspect of the skull formed at the junction of the occipital bone, the temporal bone, and the parietal bone. In short, it is the junction that joins the back of your skull and protects your brain from damage by keeping the skull together. The Asterion is an essential part of the skull to protect your brain and other cranial essential tissues.

I named my company Asterion because of the two descriptions.

I feel that my role is more than that of a financial advisor - I see myself as a professional aiming to identify my client's goals and pursue their financial confidence.

Through our financial planning process, the advisors at Asterion Wealth Advisory Group aim to provide guidance and advice that our clients can implement today to preserve their assets with the goal of reducing the financial concerns they may have and provide them with a plan of action that they can follow. This way, they can spend time doing what is more important to them: living their lives.

All meanings of “Asterion” relate back to being a protector. I wanted my brand to be a representation of caring for the well-being of my clients. As the founder and CEO of Asterion Wealth Advisory Group, I looked for a meaningful name for my company. At Asterion Wealth building trust through a comprehensive financial process is our most important priority.

Jesus Lopez, CRPC, CLTC, CPFA

Founder & CEO

(914) 461-4991

(914) 206-2991

j.lopez@lpl.com

Jesus has been helping clients pursue their financial goals and dreams since 2000. He has the credentials and the experience that enable him to develop comprehensive financial analysis and provide clients with independent, professional advice. His focus is on helping clients plan their financial goals for a lifetime and beyond. He believes that when done appropriately, financial planning can be a life changing experience, re-aligning individual's relationship with wealth. Jesus believes that working on investment, money and family issues should not induce any stress, but rather be a productive process.

Jesus has had the distinct honor of receiving the Five Star Wealth Manager award, as seen in Westchester Magazine from 2013-2017, 2019-2022.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list 2013 - 2017, 2019 - 2022 of Five Star Wealth Managers.

Jesus Lopez completed their certification call and has been named a winner of the 2022 Five Star Wealth Manager award. Attached is the information they submitted to be considered for the award.

Jesus Lopez has been named a Five Star Wealth Manager award winner 10 years; 2022; 2021; 2020; 2019; 2017; 2016; 2015; 2014; 2013.

Personal/Family Information

As a Cuban native who migrated to the US, Jesus has a deep appreciation for “The Pursuit of Happiness”. He is privileged to share his life with his wife and three amazing children. It fills his heart with joy to be able to have memorable experiences with his family and provide them with opportunities he only dreamed of.

Jesus is a graduate of Pace University, with a Bachelor of Business Administration in Finance and Economics. He went on to attain all his financial licenses as well as the designations of Chattered Retirement Planning Counselor (CRPC) and Certified Long Term Care (CLTC) specialist. Prior to the inception of the Asterion Wealth Advisory Group, Jesus built a successful franchise with Ameriprise Financial.

CRPC conferred by College for Financial Planning

Interests

A life without passion is a life without purpose. Jesus has many passions including dancing, the ocean and enjoying good food and wine — but his biggest passion would be living life to the fullest alongside his wife and children. Being born and raised in Cuba, opportunities and experiences were limited. It fills him with joy to now be able to provide those opportunities and experiences to his own children, and help others be able to do the same for their families.

Business Experience

2018 to present, Founder and CEO of Asterion Wealth Advisory Group, LPL Financial, White Plains, NY
2000 to 2018, Financial Advisor Ameriprise Financial

Education

Bachelor of Business Administration, 1999, Finance & Economics
Pace University, Pleasantville, NY

Designations

Chartered Retirement Planning Counselor^SM
Certified in Long-Term Care
CPFA

Awards and Recognition

Five Star Wealth Manager* Award, 2013-2022

* Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013/2014/2015/2016/2017 Five Star Wealth Managers.

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