LPL Financial

About Joseph

At LPL Financial, Joseph specializes in constructing robust financial plans that bolster savings and position clients to seize future opportunities. Embracing a protection-first philosophy, he firmly believes that safeguarding your assets today is the key to strategic planning for tomorrow.

His experience with business exit planning empowers clients to grasp the true value of their businesses. Joseph also helps them develop solid employee retention strategies and navigate the pivotal phase of selling their business for maximum returns, ensuring they maximize their net proceeds.

He holds a Series 7, Series 66, and Life & Health/Disability insurance license, and has an MBA from CUNY.

Joseph is married with two children, Joseph and Giavanna, and frequently donates his weekends to community causes, such as hosting food drives, supporting disabled veterans, and cooking at local homeless shelters.

About LPL Financial

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader in the markets we serve,*supporting nearly 29,000 financial advisors, and approximately 1,100 institution-based investment programs and 570 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

*No. 1 Independent Broker-Dealer in the U.S (Based on total revenues, Financial Planning magazine 1996-2024); No. 1 provider of third-party brokerage services to banks and credit unions (2020-2021 Kehrer Bielan Research & Consulting Annual TPM Report); Fortune 500 Company as of June 2021. LPL and its affiliated companies provide financial services only from the United States.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC.