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Anthony L

Series 65

Medina, OH

Trek Financial

Anthony Lopresti is a financial advisor at Trek Financial in Medina, OH, holding a Series 65 designation with five years of industry experience. He has been with Trek Financial since 2018 and previously worked at the Medina Community Recreation Center. Trek Financial serves individual and high-net-worth clients as well as institutional retirement plans, offering discretionary and non-discretionary asset management, financial planning, and retirement-plan fiduciary and non-fiduciary services. The firm uses a blend of strategic and tactical portfolio construction, incorporating evidence-based models, fundamental and technical analysis, and artificial intelligence tools under human oversight.

Active portfolio management Tax-loss harvesting Concentrated stock management Options & derivatives strategies Private / alternative investments Executive Founder/Business Owner Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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