Journey Strategic Wealth Adds Damian Lo Basso As Partner
Damian Lo Basso, formerly of CFO Solutions and Dynasty Financial Partners, will be the fourth partner of Journey Strategic Wealth, launched earlier this year.
Damian Lo Basso, the former founder and CEO of Compass CFO Solutions, has joined Journey Strategic Wealth, the new registered investment advisor/partnership launched earlier this year, as managing partner. Lo Basso joins three other managing partners at the firm, which include former Dynasty Financial Partners executives Michael Brown and Brian Flynn, as well as practice management coach Penny Phillips, founder of Thrivos Consulting.
As of the end of the first quarter, Lo Basso sold his stake in Compass CFO Solutions, an outsourced accounting, bookkeeping and strategy firm that services financial advisors exclusively, to his partner Matt Hayon.