Background

Exceptional Insight

Joe’s education is extensive.  He obtained a Bachelor of Science degree at the City College of New York and has a Master of Science and an MBA from the University of Houston. He’s not only a CERTIFIED FINANCIAL PLANNER ™ practitioner, but also a Chartered Life Underwriter (CLU) and an Enrolled Agent (EA) licensed to represent taxpayers before the IRS.

Joe is an Investment Advisor Representative.  He is also insurance licensed to offer life, long-term care, and disability insurance in several states.

Joe spent years supervising offshore drilling operations for a major energy corporation, assessing costs and planning searches for new oil and gas reserves. Subsequently, he took his management knowledge and paired it with his considerable financial experience to create an independent financial planning firm, helping business owners, professionals and hard working families for over 25 years.

Joe is an adjunct professor at Fairleigh Dickinson University teaching Retirement Planning and Estate Planning in the CERTIFIED FINANCIAL PLANNER™ Professional Education Program