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Our financial advice team


Joseph Amodei

Joseph Amodei

CFP®, CRPC®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Amodei & Associates
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Small Business
  • Women's Financial Strategies
  • Employee Stock Options
  • Domestic Partner Planning
  • Saving for Education
  • Charitable Giving

Interests

I am a photographer and I enjoy both Domestic and International Travel

Awards & recognition

  • Five Star Wealth Manager, 2012-2018

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • ChFC® Chartered Financial Consultant®
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