A CERTIFIED FINANCIAL PLANNER™ since 2006 (www.cfp.net/), Joseph began his career in the financial services field in 1997. Over the course of more than two 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, Huffington Post, Wall Street Journal, Barron’s, Kiplinger and Business Insider.
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, estate planning strategies, and tax efficient investment 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 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).
Joseph currently resides in Mount Sinai New York with his wife Lisa and their two children.