Joe Breslin, Cfp® Email & Phone Number

Joe assists business owners, executives, and affluent families in the areas of retirement planning, estate planning, and investment advisory services. Joe takes pride in identifying a variety of financial planning options and potential opportunities followed by clear guidance to be sure his clients make the most informed decisions for their business and family. Through speaking engagements, Joe has addressed trade associations, non-profit organizations, and classrooms to include the Restaurant Association of Maryland, the International Association of Ice Cream Distributors and Vendors, Catersource, Saint James School, Howard Community College, The National Aquarium, and the National Automobile Dealers Association (NADA) Academy.He is a member of the Financial Planning Association (FPA), the Financial Services Institute (FSI), the Society of Financial Services Professionals (FSP) and the National Association of Insurance and Financial Advisors (NAIFA). Joe was a past board member of the FPA of Maryland and the chairman of the Government Advocacy committee.For the 10th consecutive year, Joe was recognized as a Five Star Wealth Manager, as featured previously in Baltimore Magazine, Bloomberg, Wall Street Journal, Fortune, and Forbes Magazine. Joe was identified as a 2024 Advisor to Watch by AdvisorHub. Forbes also recognized Joe as a Top Next-Generation Wealth Advisor in 2018, 2019 and 2024. The Forbes ranking of Top Next-Generation Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors born in or after 1980. Advisors are interviewed by telephone and in person to evaluate service models, investing process, experience levels and integrity. Additional factors considered include compliance record, client retention, revenues produced for their firms and assets managed. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings.Joe earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and is a Chartered Retirement Planning Counselor (CRPC®) as well as an Accredited Investment Fiduciary (AIF®). He holds Series 7 and Series 24 registration through LPL Financial, Series 66 Registration through LPL Financial and ADE, LLC, and Life & Health Insurance licenses.

Listed skills include Estate Planning, Financial Planners, Business Continuity Planning, Fixed Annuities, and 20 others.