As a founding partner of the Pillar Group, Joseph’s career in financial services began in 1996. He focuses on capital preservation and asset management for affluent individuals. Through a customized and individually tailored approach, he partners with professionals advising business owners on developing financial strategies to achieve both corporate and personal financial goals.
Joseph holds a certificate in *Retirement Planning awarded by the Wharton School where he studied advanced retirement planning concepts. He is a member of the National Association of Insurance and Financial Advisors (NAIFA), as well as a qualifying member of the Million Dollar Round Table. Joseph has been honored by Equitable Advisors with the Hall of Fame Medal for qualify ten times in the National Leaders Corps. He is a recognized business leader who has received numerous production and quality service awards from Equitable Advisors. Joseph has been recognized by Equitable Advisors as a top advisor in the company.
Joseph is a registered principal and holds Financial Industry Regulatory Authority, Inc (FINRA) registrations thru Equitable Advisor; these include the General Securities Representative (Series 7) and General Securities Principal. He also holds Life and Health licenses in multiple states.
Joseph grew up in Philadelphia, PA, and currently resides in Port Washington, NY with his wife Elisa and his son, Peter. He is a graduate of the University of Pennsylvania and an active member of the Penn Club in New York City and the Manhasset Bay Yacht Club in Port Washington.*Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
California Insurance License #: 0I73001
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