Skip to main content

Our financial advice team


Joseph Liana, Private Wealth Advisor serving the Westbury, NY area - Ameriprise Advisors

Joseph Liana

CRPC

Private Wealth Advisor

Senior Vice President of
Merendino, Liana & Associates
23
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Family Finances
  • Insurance
  • Estate Planning Strategies
  • Small Business
  • Charitable Giving
  • Domestic Partner Planning

Qualifications

  • CRPC™ Chartered Retirement Planning Counselor™

Awards & recognition

  • Ameriprise Circle of Success, 2010-2011, 2014-2020
  • Ameriprise Circle of Success, Diamond Ring, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • Little Sisters of the Poor
  • The Theresa Foundation

Interests

Reading up on market conditions, spending time with family & playing golf with clients and friends.