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

35
98 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

My Videos

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    Living Your Balance: Episode 2.

    Watch Ben's story.

    (2:40)

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    2014 Community Impact Award

    Siena Wealth Advisory Group received the 2014 Ameriprise Financial Community Impact Award for exceptional volunteer service with the Michael Magro Foundation.

    (2:19)

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    Our Confident Retirement® approach

    A way to look at retirement planning, step by step.

    (4:18)

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    Ameriprise Introduction

    Tommy Lee Jones shares the founding story of Ameriprise and its history of putting clients first.

    (1:39)

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My PhotosShow Thumbnails

Confident Retirement & Cocktail Reception! Confident Retirement approach cake
Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.