Joe’s passion for finance began early in life when he joined the stock market club in middle school. This interest continued throughout high school where he pursued personal finance classes, and into college when he began to focus on investments and financial planning. These courses and experiences allowed him to see the transformative effect of sound financial decisions on a person’s life.
Joe’s career began over fifteen years ago, working for a Philadelphia-based regional broker dealer where he was responsible for advisory strategies, asset management, and creating financial plans. He developed a great appreciation for the benefits of holistic client service and was motivated to further his education. Therefore, he completed his CERTIFIED FINANCIAL PLANNERTM certification.
How exciting to be part of the Entrust team as we focus daily on helping each client achieve their unique financial goals and aspirations!