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“No matter how many clients I have, I make sure to call each one personally every quarter. It’s a chance to not only update them on their portfolio, but also check on how they’re doing personally”
Kelvin Rampersad,
Carte Wealth Management
Lorenzo Marini is the director of advanced planning at ARI Financial Group, where he specializes in delivering tailored financial strategies and life insurance solutions for high-net-worth individuals and families.
Since entering the industry in 2018, Marini has built a reputation for his exceptional client-facing skills and his ability to navigate complex insurance offerings to create customized solutions that align with his clients’ financial goals.
His expertise spans premium finance, estate planning, and wealth transfer strategies, making him a trusted advisor to those seeking sophisticated insurance products. His analytical acumen, combined with his deep knowledge of the insurance industry, allows him to craft bespoke financial models that maximize value for clients while addressing their unique needs.
A key part of Marini’s success has been shaped by the mentorship and influence of industry leaders, such as Jeff Kugler, Marlene Windmiller, and Eric Bouskila, whose expertise has helped elevate his strategic thinking and approach to client solutions.
In his role, Marini collaborates with clients to educate them on their options, ensuring they make well-informed decisions. His hands-on approach, combined with his commitment to client satisfaction, has established him as a rising star in the industry, dedicated to helping clients secure their financial futures while fostering long-term relationships.
2980 NE 207th Street, Suite 808, Aventura, FL 33180
305 244 5782
lorenzo@ari-fg.com
linkedin.com/in/enzomarini
arifinancial.com/about/lorenzo-marini
Lorenzo Marini
Advance Planning Director
ARI Financial Group
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“I strongly believe in working smarter, not harder. I think it’s one of the keys to living a great life, and I want to share that with as many people as possible”
Kelvin Rampersad,
Carte Wealth Management
2018
2019
2022
2023
2024
Joined ARI Financial Group as a Data Analyst working in the Inforce Department
2018
Joined the Advance Planning Department
2019
Joined the sales force team in business development
Leader’s Club qualifier with Guardian
2022
Assumed the role of Advance Planning Director
Leader’s Club qualifier with Guardian
2023
Completed the Chartered Life Underwriter (CLU) program from The American College of Financial Services
Leader’s Club qualifier with Guardian
2024
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
Milestones
ELITE WOMEN 2024 JUDGE