Joseph Weiss, CFA®, FSCP®
Financial Advisor
As a Financial Advisor, Joseph strives to help individuals recognize their financial goals and take the steps necessary to achieve them. He believes in building trusting relationships, providing understandable financial education, and aims to inspire clients to take charge of their financial lives with clarity and confidence.
Joseph is more than happy to discuss any of your financial needs, including the following:
• Retirement Planning
• Life Insurance Strategies
• Investment Management
• Long-Term Care Insurance Planning
Joseph holds his FINRA Series 6, 7, 63 and 66 registrations, as well as his Life and Health licenses in Connecticut. He is also a Chartered Financial Analyst charterholder (CFA®), and a Financial Services Certified Professional (FSCP®). Joseph graduated from Penn State University with a Bachelor of Science with High Distinction in Mathematics.
Joseph lives in Glastonbury, Connecticut, and in his free time he enjoys fitness, dining out, wineries, sporting events, and spending time with his wife, Jacqueline, and their 4 kids.