About Joe
I work with a select group of professionals and business owners who aspire to reach a work optional lifestyle. With over 20 years of experience, I have the knowledge and professionalism to serve your needs. Becoming work optional takes planning. We put the same amount of thought into your retire...
Areas of focus
Credentials & background
Licenses
Series 66Series 7SIE
Education
MBA Fordham University (2006)
Clients served
Tech EmployeesCorporate ExecutivesDivorceesHigh Net Worth IndividualsBusiness OwnersBusinesswomen1st Generation AmericansRetirees
Registered in
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Kansas, Kentucky, Louisiana, Massachusetts, Michigan, Mississippi, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington
Regulatory
The firm
LPL Financial