Growing up under the guidance of his family’s Certified Financial Planner, Joe developed an immense passion for financial planning and educating his clients on the importance of financial literacy. As a graduate of Drew University with a degree in Psychology and a diverse background working with clients across multiple industries, Joe brings an empathetic & proactive sense of value to his clients’ financial journey. Joe is committed to safeguarding clients’ assets, having received extensive training in insurance strategies for financial security and family protection, all in addition to building long-term relationships with his clients to ensure a successful financial future. Joe currently holds FINRA Registrations: Series 7 and 66, along with Life and Health insurance licenses.
Since its founding in 2001, R.I.C.H. Planning Group, LLC continues to have one focus as a comprehensive financial planning firm: to provide every client with unparalleled service, exceptional industry expertise, and an unwavering commitment to their success. Whether your focus is on investing, risk management, or divorce planning, our team’s philosophy is simple…it’s all about YOU! Today, RPG’s 2 principals have almost 80 years of combined experience in the financial services industry. Our advisors come from a variety of different backgrounds and have different areas of expertise. The majority of our advisors are either CFPs or are well on their way to obtaining this prestigious designation. We welcome the opportunity to answer your questions regarding our firm and how we may best serve your financial planning needs. Our areas of expertise are listed here; please feel free to explore our website. We look forward to working with you..
