As a Certified Financial Planner ™ Joe helps individuals and small business owners reach their long term financial goals. His specialties include retirement planning, education funding, investing and insurance. Excellent customer service, risk reduction strategies and helping to minimize investment expense are all key elements of Joe’s practice. He also draws upon his experience as a business owner to aid his clients.
Joe graduated cum laude from Quinnipiac College. He has his Series 7 and 66 securities registrations in addition to his CT life, accident and health insurance. In preparation for obtaining his CFP® designation, Joe completed a series of courses through Boston University.
Community service is an important part of Joe’s life. He is a member of the St. Rita School Board (Past President) in Hamden, a member of the St. Rita Church Finance Council, a youth soccer coach, a member of the St. Francis Golf Committee and a member of Business Networking International. When not working, Joe enjoys spending time with his wife Sheila and their four children, Bobby, Rory, Patrick and Maggie.