10 Lake Center Executive Park 401 Route 73 North, Suite 100
Marlton, NJ 08053
Joe is a partner and founding member of Independence Wealth Partners. Information about our team can be found at exploreiwp.com.
Joe has been in the financial services industry since 1984. He graduated from Seton Hall University with a B.S. in Finance. Joe currently holds the designation of Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU). Joe has held various leadership roles in many community groups as the former President of the Woodbridge chapter of BNI, Treasurer of the Dayton Village Coalition, and Vice President and founder of the South Brunswick Chamber of Commerce. He has served as a volunteer board member of both Women Aware and the South Brunswick YMCA. He is dedicated to help his personal and business clients meet their objectives by providing ongoing advice on their investments, insurance, employee benefits and long term planning.
Joe has lived in South Brunswick, NJ with his wife Patti where they raised their children, Brian and Brooke. In his spare time, Joe enjoys working on his golf game at Forsgate Country Club in Monroe, NJ.
Seton Hall University B.S. in Finance
Affiliations & Memberships
Member of the Financial Industry Regulatory Authority, Inc. (FINRA)
Volunteer with Women Aware, New Brunswick, NJ
- Insurance Strategies
- Business Owners
- Retirement Strategies
- College Funding Strategies
- Group Benefits
- Business Succession Planning
- Estate Planning
- Financial Education
- Investment Strategies
- Financial Planning ®
Check the background of this investment professional on FINRA's BrokerCheckSee Joseph’s Licenses and Disclosures