Joseph is a CERTIFIED FINANCIAL PLANNER™ professional Financial Planner at Barnum Financial Group and does a variety of work with Harvey. Along with Joseph's CFP® designation, he also holds the Chartered Financial Consultant® and a Life Underwriters Training Council Fellow designations. A graduate of the University of Richmond, Joseph has a degree in finance and management. In his spare time, Joseph enjoys both watching and playing a variety of sports, including football and basketball as well as spending time with his wife, Angela, their newborn son, Wyatt, and their Goldendoodle, Charlie.
I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT. CA Insurance Lic #0M58901