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How would you describe your approach to financial planning?
Joe’s approach to financial advice focuses on education, consistency, and flexibility. While some advisors prefer to pontificate their views as “the right answer” – Joe prefers the approach of walking with you on your financial planning journey, finding solutions for YOUR financial goals along the way. Not so dissimilar from the famed Sherpa, who guide the climbers from all over the world to the summit of Mount Everest.
What sets you apart from other financial professionals?
Above all, Joe specializes in helping his clients achieve confidence in their approach to financial planning. Joe has a way of focusing on the positives, while educating his clients, and helping them adapt to the rapidly changing financial landscape. As an experienced young professional, Joe represents a rare breed of advisors with both traditional wisdom and innovative foresight; putting him in a unique position to marry the historical knowledge & fundamental analysis of traditional economic theories, with a more modern approach to the new era of tech-based innovation within capital markets.
Joseph is a Financial Planner with HighPoint Advisors, LLC. His career in financial services began in 2010, starting as an intern at AXA Equitable during his senior year at LeMoyne College Joe served as a financial advisor at other local firms before joining HighPoint in 2018. As a seasoned professional with over a decade of financial planning experience, Joe is registered with FINRA, holding a Series 66 held through Private Advisor Group and LPL Financial & Series 7 Licenses with LPL Financial. Joe is well versed, as a professional consultant in risk mitigation & asset protection, holding his Life Accident & Health Insurance License with New York State.
Born and raised in Central New York, Joe is a product of Cicero-North Syracuse High School (2007) and LeMoyne College (2011), where he excelled in academics and as student athlete. As an integral member of the men’s soccer teams, Joe was a Section III champion at CNS and a member of three NCAA tournament teams at Le Moyne, culminating in a NCAA Final Four run in 2009. Joe still enjoys all types of athletics – including golf, soccer and softball among others.
Joe likes to stay active within the Central New York Community and firmly believes in volunteering in the service of others. Joe serves on the ALS Association of Upstate New York Board of Directors, in addition to being a member of the Finance Committee for ALS Association of Upstate New York, where his skills are used to better the lives of those struggling with Lou Gehrig’s Disease.
Joe has served as a Board Member & Marketing/Partnerships Committee Chair of Sustainability for Scholarships since early 2020. Sustainability for Scholarships believes that protecting this planet is as important as protecting our troops. This organization is committed to supporting the cause of both environmental conservation & educational access for all, through their scholarship program.
Since 2014, Joe has also served as a member of the Community Impact Committee for the United Way of Central New York; this committee helps make decisions related to funding of other local non-profit and charitable organizations. He also stays involved with his Alma Mater – volunteering his time to the students of the Madden School of Business through various projects associated with Le Moyne College.