Joseph graduated from Hofstra University in 1991 with a major in Finance. He has been a Financial Advisor for 26 years working with individuals, professionals and business owners, helping customize a financial plan that will help address the challenges that are most important to their financial future. Joseph has his Series 7,63 held through LPL Financial, as well as life, health, and disability insurance licenses.
Joseph is a registered representative of LPL Financial.
Certified Senior Advisor (CSA) conferred by Society of Certified Financial Advisors.