State
Massachusetts
Description
Joe has over 30 years of experience in the financial services industry. He has developed and maintained long-term client relationships with families and small businesses, with a focus on financial planning. Joe specializes in the areas of insurance planning and investment management. Previously, Joe worked as a financial advisor, individual insurance broker and employee benefits consultant at Mass Mutual Financial Group.
He is a CERTIFIED FINANCIAL PLANNER® professional, Certified Exit Planning Advisor, Chartered Life Underwriter and a member of the Financial Planning Association of Massachusetts. He has his Series 65. Joe has a Bachelor of Arts from Brandeis University and an MBA from Northeastern University.