Joe is a Certified Financial PlannerTM and Financial Advisor with Valley National Financial Advisors. With more than a decade of experience in the financial services industry, Joe provides creative solutions for individual and institutional clients, concentrating on retirement income planning, investment management, income tax planning, risk management, and estate planning. Joe is a Registered Representative with Valley National Investments, Inc., an Investment Adviser Representative with Valley National Advisers, Inc. and a fully licensed insurance agent.
It is very rewarding knowing that you created a path
for someone to achieve their goals. That feeling is
what drives me to come in to the office each day.
Joe enjoys working with individuals and community organizations in the hopes that he will be able to provide them with meaningful strategies that build a foundation for success. His work with clients is focused on a needs-based approach ensuring that all aspects of their financial lives are addressed. Joe has a commitment to ongoing education in order to maintain and expand his knowledge base so that he can be a reliable resource for his current and future clients.
Joe is a native to the Lehigh Valley and presently resides in Northampton with his wife and two children. In his personal time, Joe enjoys mountain biking, hiking, and spending time with family. Joe is a Board Member for Community Bike Works in Allentown where he currently serves as treasurer and chairs the Finance Committee.
- BS – Marketing, Bloomsburg University, Bloomsburg, PA
- Certified Financial PlannerTM (CFP®)
- Investment Adviser Representative, Valley National Advisers, Inc.
- Registered Representative, Valley National Investments, Inc.
- Licensed Insurance Agent (PA, NJ)
Affiliations / Awards
- Board Member, Finance Committee, Community Bike Works
- Member, Financial Planning Association
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Valley National Advisers, Inc. is engaged, or continues to be engaged, to provide investment advisory services.