My Approach

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Take a few minutes now for a quick confidence check. Your responses can help jumpstart our conversation.

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Interests

I'm Joe De Sena. I love what I do and am passionate about helping my clients achieve a Confident Retirement. I'm married to Daria. She is an interior decorator. We have two children Joe and Ashley. Joe attends the School of Visual Arts in NYC and is pursuing a Bachelor of Fine Arts degree in Visual and Critical Studies. Ashley is a special education teacher in Brooklyn. We have a dog named Brooklyn. He is a Bichon Shih Tzu mix.

I love to travel, read, run marathons and do charity work. My family, heritage and tradition is my foundation.

Community Participation

Fundraising for the Leukemia & Lymphoma Society

Investment News Community Leadership Volunteer Group Award Finalist

Areas of Focus

  • Investments
  • Estate Planning Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Tax Planning Strategies

Experience

34
100 View scores
 
 
 

Awards & Recognition

  • Ameriprise Chairman's Award
  • Ameriprise Chairman's Advisory Council, 1999- Present
  • Diamond Ring Club, 2004
  • Ameriprise Hall of Fame Inductee, 2010

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
View Definitions

Education

  • Adelphi University, MBA Finance, 1992
  • Baruch College, BBA HR Management, 1982

Professional Associations

  • Financial Planning Association

Files for Download

My Videos

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My Photos Show Thumbnails

Confident Retirement & Cocktail Reception! Confident Retirement approach cake

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.