AeroLeads people directory · profile
Joann Semeraro Email & Phone Number
Certified Financial Planner
at
North Ridge Wealth Planning LLC
1 work email found
@northridgewealth.com
1 phone found area 631
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Certified Financial Planner
Location
Melville, New York, United States
Who is Joann Semeraro? Overview
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Quick answer
Joann Semeraro is listed as Certified Financial Planner at North Ridge Wealth Planning LLC, based in Melville, New York, United States. AeroLeads shows a work email signal at northridgewealth.com, phone signal with area code 631, and a matched LinkedIn profile for Joann Semeraro.
Joann Semeraro previously worked as Independent Certified Financial Planner at North Shore Capital Management and Senior Financial Adviser at The Chase Manhattan Bank. Joann Semeraro holds Bba, Marketing from Hofstra University.
Company email context
Email format at North Ridge Wealth Planning LLC
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{first_initial}{last}@northridgewealth.com
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AeroLeads found 1 current-domain work email signal for Joann Semeraro. Compare company email patterns before reaching out.
Profile bio
About Joann Semeraro
My experience expands over many decades in both the Financial and Banking industries, with the last 23 in private practice.I have been a Certified Financial Planner since September 1986, who specializes in working with retirees and pre-retirees to help insure a safe and secure retirement. Areas of concentration include wealth preservation, setting up properly structured IRA's (including pension, 401K, and Deferred Compensation rollovers), estate planning, and various tax planning strategies. I also provide New York State Partnership Long Term Care Insurance as a Certified Agent, along with all other Life, Annuity, and Long Term Care products to help my clients protect their assets and keep their independence.Specialties: Tax Advantaged Investments, Pre and Post Retirement Planning, Estate Planning, Investment and Asset Management, Elder Care and Long Term Planning, Life and Disability Insurance, College Education Planning/Tax Free 529 Plans, Cash Management & Budgeting, Stock and Bond Brokerage, Employment Benefits and Qualified Retirement Planning for Businesses, and Charitable Planning.
Listed skills include Retirement Planning, Investments, Mutual Funds, Retirement, and 6 others.
Current workplace
Joann Semeraro's current company
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6 roles · 49 years
Joann Semeraro work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Independent Certified Financial Planner at North Ridge Wealth Planning a Comprehensive Financial Planning Firm. Specializing in the following:Pre and Post Retirement PlanningTax PlanningEstate PlanningInvestment AnalysisAsset ManagementSecurities and advisory services are offered through Cetera Advisor Networks LLC, member FINRA/SIPC a broker/dealer and a registered Investment Adviser. Cetera is under separate ownership from any other named entity.
Independent Certified Financial Planner
North Shore Capital Management
Pre and Post Retirement PlanningTax PlanningEstate Planning Investment AnalysisAsset ManagementFixed AnnuitiesLong Term Care InsuranceVariable AnnuitiesLife InsuranceCertified NY State Partnership Long Term Care Insurance Provider
May 1997 - Feb 2019
Senior Financial Adviser
Oct 1990 - May 1997
Cfp
American Express Ids
Financial Planning
1989 - 1990
~1 yr
Assistant Manager
Various positions, starting in Bank Cards Customer Service; Financial Analyst in Upper Manhattan Region of Retail Banking; Service Officer for Private Banking.
1978 - 1989
~11 yrs
2 education records
Joann Semeraro education
Bba, Marketing
Cfp, Finance
FAQ
Frequently asked questions about Joann Semeraro
Quick answers generated from the profile data available on this page.
What company does Joann Semeraro work for?
Joann Semeraro works for North Ridge Wealth Planning LLC.
What is Joann Semeraro's role at North Ridge Wealth Planning LLC?
Joann Semeraro is listed as Certified Financial Planner at North Ridge Wealth Planning LLC.
What is Joann Semeraro's email address?
AeroLeads has found 1 work email signal at @northridgewealth.com for Joann Semeraro at North Ridge Wealth Planning LLC.
What is Joann Semeraro's phone number?
AeroLeads has found 1 phone signal(s) with area code 631 for Joann Semeraro at North Ridge Wealth Planning LLC.
Where is Joann Semeraro based?
Joann Semeraro is based in Melville, New York, United States while working with North Ridge Wealth Planning LLC.
What companies has Joann Semeraro worked for?
Joann Semeraro has worked for North Ridge Wealth Planning Llc, North Shore Capital Management, The Chase Manhattan Bank, American Express Ids, and Citibank.
How can I contact Joann Semeraro?
You can use AeroLeads to view verified contact signals for Joann Semeraro at North Ridge Wealth Planning LLC, including work email, phone, and LinkedIn data when available.
What schools did Joann Semeraro attend?
Joann Semeraro holds Bba, Marketing from Hofstra University.
What skills is Joann Semeraro known for?
Joann Semeraro is listed with skills including Retirement Planning, Investments, Mutual Funds, Retirement, Estate Planning, Financial Planning, Fixed Annuities, and Life Insurance.
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