Joe is a Registered Representative with J.W. Cole Financial, Inc. and an Investment Advisor Representative with J.W. Cole Advisors. He helps individuals, businesses, and organizations work toward reaching their financial goals. He uses a client centric approach to develop targeted strategies.
Joe joined Diversified Asset Planners as an independent financial professional. Diversified Asset Planners has been serving the needs of clients since 1987.
Joe holds FINRA series 7, 63, and 65 licenses as well as life, health, accident, disability, and long term care insurance. He is able to provide comprehensive insurance and investment solutions to help meet various needs from retirement to legacy planning.
Prior to joining Diversified Asset Planners in 2009, Joe brings more than 15 years of global finance experience in various roles including financial analysis, planning, mergers & acquisitions, budgeting, and leadership. This experience enables him to understand the business drivers and potential impact to his clients.
Joe earned a Bachelor of Science Degree in Finance with honors from Penn State University in 1994. He was a member of the varsity baseball team and was also a member of multiple honors societies. He also earned a Master of Science Degree in Business Administration from Bucknell University in 1999 with a Finance concentration.
Outside of helping his clients, Joe is equally passionate about spending time with his wife since 1996 and their two daughters. He enjoys spending time outdoors and is an avid cyclist. He participates in charitable events to help raise money for Multiple Sclerosis, Diabetes, and other non-profit organizations.
Business Address: 1524 West College Avenue, P.O. Box 252, State College, PA, 16804 Work phone: 814-234-2500 Cell phone: 814-321-3292 Email: firstname.lastname@example.org
Registered Representative offering securities through J.W. Cole Financial, Inc., Tampa, FL as well as an Investment Advisor Representative offering investment advisory services through J.W. Cole Advisors.
Important Disclosure Information Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Diversified Asset Planners, Inc. are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state.
*Securities offered through J.W. Cole Financial, Inc. (JWC), Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Neither JWC/JWCA nor its Representatives provide or offer tax/legal advice. Non-securities products and services are not offered by JWC/JWCA. JWC/JWCA is not affiliated with Diversified Asset Planners.
**Diversification neither assures a profit nor guarantees against loss in a declining market. www.finra.org and www.sipc.org.