A graduate of Curry College with a BA in economics, Joe started consulting with Baystate Financial Services, a premiere Downtown Boston financial planning firm in 1981, and soon after founded his own firm. Joe now specializes in investment consulting and management, estate planning, employee benefits, and retirement plans for professionals, business owners, and closely held corporations.
Joe is active with the Quincy Rotary Club, the South Shore Chamber of Commerce, the Norfolk and Plymouth Estate Planning Council, and the Neighborhood Club of Quincy, and has served on the advisory board for the Quincy Salvation Army and the South Shore YMCA. He also volunteers at the 1000 Southern Artery Senior Center and with the Travis Roy Foundation to assist individuals with spinal cord injuries. He resides in Braintree.
Fun Facts
Joe has always been passionate about athletics and the life lessons that it teaches. He was a collegiate football player, completed the Boston Marathon, participated in local triathlons, and enjoys coaching youth sports. He also has been a champion arm wrestler at the national level.
Joe's Professional Designations:
- CLU®: The Chartered Life Underwriter® can distinguish between the many insurance options and hone in on appropriate solutions in a complicated area.
- ChFC®: The Chartered Financial Consultant® is able to identify, organize, plan, communicate, implement, and monitor a financial plan.
- AIF®: The Accredited Investment Fiduciary® designee has acquired a thorough knowledge of fiduciary responsibility, allowing them to act in the best interest of their client, beneficiary, or retirement plan participant. This also requires continuing professional education.
12-Year Winner: Five Star Wealth Manager
2012-2024 Five Star Wealth Manager Award, created by Five Star Professional. The 2024 award was presented in February 2024 based on data gathered within 12 months preceding the issue date. 4,421 Boston-area advisors were considered, 580 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, please visit www.fivestarprofessional.com.