Joseph M. Favorito, CFP®

A CERTIFIED FINANCIAL PLANNER® since 2006 (www.cfp.net/), Joseph began his career in the financial services field in 1997. Over the course of nearly three decades Joseph has worked for several New York stock exchange members including American Express, Waterhouse Securities and Fidelity Investments in various wealth management roles.

Joseph has been interviewed about his expertise on various wealth management topics by a number of media publications including NY Newsday, US News & World Report, MarketWatch, Huffington Post, Wall Street Journal, Barron’s, Kiplinger, Forbes, GoBankingRates.com, Business Insider and MoneyGeek.com.

In 2011, he founded Landmark Wealth Management LLC, a Securities Exchange Commission registered investment advisor.  He currently serves as one of the firm’s three managing principals.  Over the years he has counseled families, small business owners and charitable foundations on issues related to retirement planning, investment management, insurance planning, estate planning strategies, and tax efficient strategies.  In addition to earning his CFP® designation, he has held FINRA licenses series 7, series 9, series 10, series 63 and series 66.  He has also previously been a licensed agent in both New York and Florida for health insurance, life insurance and variable annuities.

In addition, Joseph is currently an active member of the Financial Planning Association’s Long Island Chapter (www.fpanet.org/chapters/longisland).

In his spare time Joseph enjoys coaching little league baseball and is a registered coach with USA Boxing helping to coach youth amateur boxers.

Joseph currently resides in both Mount Sinai New York & Naples Florida with his wife Lisa and their two children.