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Joseph S De Sena, Private Wealth Advisor serving the Naples, FL area - Ameriprise Advisors

Joseph S De Sena

CFP®, MBA

Private Wealth Advisor

Managing Director
Siena Wealth Advisory Group
42
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
  • Estate Planning Strategies
  • Charitable Giving
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Interests

I'm Joe De Sena. I love what I do and am passionate about protecting my clients and their families from the unexpected. I'm married to Daria. She is an interior decorator. We have two children Joey and Ashley. Joey is an aspiring artist and teacher; Ashley is a Dean of special education in Brooklyn. We also have a dog named Brooklyn, he is a Bichon Shih Tzu mix.

I love to travel, read, run marathons, do charity work and spend time at my second home and business location in Naples, FL. My family, heritage and tradition are my foundation.

Awards & recognition

  • Ameriprise Chairman's Advisory Council, 1999- 2019
  • Forbes Best-in-State Wealth Advisors, 2020, 2021
  • Ameriprise Diamond Ring Club, 2004
  • Ameriprise Hall of Fame, 2010
  • Ameriprise Client Experience Award, 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

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

Professional associations

  • Financial Planning Association
  • Naples Executive Alliance

Community participation

Fundraising for children who have chronic illnesses is another passion of mine.

The Ronald McDonald House

Above Board Chamber of Florida

Greater Naples Chamber of Commerce