Joseph has been an independent financial advisor since 2001. He is a Registered Financial Consultant (RFC), a Certified Fund Specialist (CFS) and a Certified Tax Specialist (CTS). Joseph is a graduate of Merrimack College with a B.S. in Business Management. In addition, Joseph holds a Certificate of Advanced Study in Financial Planning from Merrimack College, his North American Securities Administrators Association (NASAA) Series 65 license as well as being a Licensed Mortgage Loan Originator NMLS #1779119.
Joseph is an active member in the National Association of Tax Professionals (NATP), and the International Association of Registered Financial Consultants (IARFC).
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