Holding Series 7 & 66 licenses through LPL Financial, as well as Life and Health Licenses, Joseph operates with the utmost integrity as a fiduciary in advisory relationships, prioritizing the financial well-being of his clients. Joseph focuses on providing advanced insurance solutions for individuals and business owners that include utilizing Life Insurance as a Retirement Asset, Buy-Sell Insurance solutions, Define Benefit/Retirement Plan designs and Group Health Insurance solutions.
In addition to his role at Fortis Wealth Group, Joseph actively contributes to the local business community as a board member of the Bergen County Chamber of Commerce. He also currently serves on the Ramapo College Alumni Association Board of Directors. With a passion for helping individuals pursue their financial goals, Joseph brings a unique blend of education, experience, and accolades to his role at Fortis Wealth Group. His commitment to client success and his continuous pursuit of excellence makes him a valuable asset in the world of financial advisory.
Joseph currently resides in Mahwah and in his spare time he enjoys playing golf and softball. When he is off the field/course; he considers himself to be a passionate movie and tv show enthusiast.
Disclaimer: Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Fortis Group Advisors, LLC, a registered investment advisor. Fortis Group Advisors, LLC and Fortis Wealth Group, LLC are separate entities from LPL Financial.
Bergen County Chamber of Commerce, is excited to announce “Member Monday”! Every Monday we plan to highlight a Bergen County Chamber member by sharing an email blast containing either the member’s professional summary or an article written by the member about a topic within their industry. Every “Member Monday” email blast will contain the featured member’s contact information as well as a link to the member’s website. “Member Monday” provides value to our members by allowing them to highlight themselves in front of the rest of the chamber.
To be featured click the link below:
