A graduate of Fairleigh Dickinson University in Teaneck New Jersey, and the College of Financial Planning in Denver Colorado, Joe has over 20 years of experience in the financial services industry and has earned the privilege to use the CFP mark, which is authorized by the Certified Financial Planner Board of Standards.
The CFP mark identifies individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed the CFP curriculum, and have passed the certification examinations covering the following areas.
Financial Planning, Risk Management, Investments, Tax Planning and Management, Employee Benefits, and Estate Planning.
The CFP licensee must also satisfy ongoing continuing education requirements and uphold the CFP Board code of ethics and professional responsibility.
Joe is an Investment Advisor Representative of Cadaret Grant & Company.