Joe Staples, Cfp® Email and Phone Number
Joe Staples, Cfp® work email
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Joe Staples, Cfp® personal email
Joe Staples, Cfp® phone numbers
🔍 Expertise:Investment Strategy: I excel in developing and implementing robust investment strategies that align with clients' risk tolerance, financial objectives, and time horizon. My approach is rooted in a deep understanding of market trends and a commitment to delivering consistent, long-term returns.Financial Planning: I am dedicated to helping clients achieve financial security through meticulous financial planning. From retirement planning and tax optimization to estate planning, I provide holistic solutions that address every aspect of their financial well-being.Client Relationship Management: Building lasting relationships is at the core of my practice. I prioritize open communication, trust, and transparency to ensure clients feel confident and informed about their financial decisions.📈 Professional Achievements:Successfully managed portfolios for a diverse clientele, consistently exceeding performance benchmarks.Led seminars and workshops on financial literacy, empowering clients to make informed decisions about their wealth.💼 Current Role:As Director of Financial Planning at Occident Wealth Management, I work with a dynamic team dedicated to providing unparalleled wealth management services. I collaborate with clients to understand their unique financial goals and leverage my expertise to navigate the ever-changing financial landscape.🎓 Education:BS - Accounting, Fox School of Business and Management - Temple UniversityCERTIFIED FINANCIAL PLANNER™🌐 Connect with me:I am always eager to connect with individuals who are passionate about achieving financial success. Let's explore how my expertise can help you reach your financial goals.
Occident Wealth Management
View- Website:
- occidentwealthmanagement.com
- Employees:
- 3
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Director Of Financial PlanningOccident Wealth Management Jan 2024 - PresentGreater PhiladelphiaPassionate about guiding individuals and families towards financial success, I am a seasoned Wealth Manager with a proven track record of delivering personalized and strategic financial solutions. With nearly two decades of experience in the financial industry, I specialize in crafting comprehensive wealth management plans tailored to meet my clients' unique goals and aspirations.I am always eager to connect with individuals who are passionate about achieving financial success. Let's… Show more Passionate about guiding individuals and families towards financial success, I am a seasoned Wealth Manager with a proven track record of delivering personalized and strategic financial solutions. With nearly two decades of experience in the financial industry, I specialize in crafting comprehensive wealth management plans tailored to meet my clients' unique goals and aspirations.I am always eager to connect with individuals who are passionate about achieving financial success. Let's explore how my expertise can help you reach your financial goals. Show less
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Senior Financial AdvisorVanguard Feb 2023 - Jan 2024 -
High Net Worth Financial AdvisorVanguard Oct 2020 - Feb 2023Greater Philadelphia
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Financial AdvisorVanguard Mar 2018 - Oct 2020Greater Philadelphia Area
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Financial AdvisorEdward Jones May 2017 - Feb 2018Quakertown, Pa -
Senior Strategic Account ManagerMarlin Capital Solutions Jul 2014 - Apr 2017Mount Laurel, NjTop ranked and highly motivated sales professional responsible for identifying, developing, and sustaining beneficial finance partnerships and strategic programs with equipment and software vendors nationwide. Primary focus on key accounts and national programs. -
Business Development ManagerMarlin Capital Solutions Jan 2011 - Apr 2017Mount Laurel, NjResponsible for originating and developing financing partnerships with equipment vendors in the security, telecommunications, computer hardware / software, and other industries. 2013 ALOA Baltimore, 2013 ASIS NYC, 2012 Interop NYC, 2012 Hitec Baltimore
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Assistant ManagerCitizens Bank 2006 - 2011
Joe Staples, Cfp® Skills
Joe Staples, Cfp® Education Details
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Lansdale Catholic
Frequently Asked Questions about Joe Staples, Cfp®
What company does Joe Staples, Cfp® work for?
Joe Staples, Cfp® works for Occident Wealth Management
What is Joe Staples, Cfp®'s role at the current company?
Joe Staples, Cfp®'s current role is 🌐 Wealth Manager | Helping clients turn financial dreams into realities.
What is Joe Staples, Cfp®'s email address?
Joe Staples, Cfp®'s email address is js****@****ing.com
What is Joe Staples, Cfp®'s direct phone number?
Joe Staples, Cfp®'s direct phone number is +121576*****
What schools did Joe Staples, Cfp® attend?
Joe Staples, Cfp® attended Temple University - Fox School Of Business And Management, Lansdale Catholic.
What skills is Joe Staples, Cfp® known for?
Joe Staples, Cfp® has skills like Career Management, Customer Experience, Financial Advisory, Consultative Selling, Fiduciary, Client Contact, 401k Options, Personal Development, Business Relationship Management, Retirement Planning, Financial Planning, Investments.
Who are Joe Staples, Cfp®'s colleagues?
Joe Staples, Cfp®'s colleagues are Victoria Fischetto.
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