Joe has been a CERTIFIED FINANCIAL PLANNERTM CFP® for sixteen years. He has nearly twenty years of industry experience as an advisor and planner. He joined Citi Personal Wealth Management (CPWM) in 2008 as a Senior Vice President of Wealth Management. Joe is a Senior Financial Advisor as well as a Guided Portfolio Manager at CPWM. Prior to that Joe worked for JPMorgan Chase as a Financial Advisor, helping high net worth clients.
Joe has demonstrated his commitment to his profession by earning some of the top credentials in the industry. He is a CERTIFIED FINANCIAL PLANNER™, Chartered Retirement Planning Representative and an Accredited Investment Fiduciary®. He holds a bachelor's degree in political science from City University of New York. Joe's professional credentials include: CERTIFIED FINANCIAL PLANNER™ (CFP®); Chartered Retirement Planning RepresentativeSM; General Securities Exam Series 7; Uniform Combined State Law Exam; Series 65; State Life, Health and Variable Annuities License, Series 24.
Recognizing that no two clients are alike, Joe takes the time to listen and understand a client's particular needs and goals. This understanding is the basis from which he develops a comprehensive plan. Since starting in wealth management nearly twenty years ago, Joe has used his unique insight to provide wealth management for clients through a wide range of market conditions. This track record of experience is the basis of the strategies that are customized to each client's own unique set of circumstances. He prides himself on providing an objective point of view. Our goals and those of our clients are one in the same. Our clients experience only one kind of relationship: the kind based on deep understanding and mutual respect.