AeroLeads people directory · profile
Joseph Coletta, Cfp®, Apma® Email & Phone Number
Wealth Advisor
at
Mariner
2 work emails found
@marinerwealthadvisors.com
1 phone found area 913
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Who is Joseph Coletta, Cfp®, Apma®? Overview
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Quick answer
Joseph Coletta, Cfp®, Apma® is listed as Wealth Advisor at Mariner, based in Leawood, Kansas, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com, phone signal with area code 913, and a matched LinkedIn profile for Joseph Coletta, Cfp®, Apma®.
Joseph Coletta, Cfp®, Apma® previously worked as Associate Wealth Advisor at Mariner and Client Service Associate at Mariner. Joseph Coletta, Cfp®, Apma® holds Mba, Finance from Avila University.
Company email context
Email format at Mariner
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*@marinerwealthadvisors.com
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AeroLeads found 2 current-domain work email signals for Joseph Coletta, Cfp®, Apma®. Compare company email patterns before reaching out.
Profile bio
About Joseph Coletta, Cfp®, Apma®
Joseph Coletta, Cfp®, Apma® is a Wealth Advisor at Mariner. He possess expertise in powerpoint, social media, accounting, insurance, sales and 20 more skills.
Listed skills include Powerpoint, Social Media, Accounting, Insurance, and 21 others.
Current workplace
Joseph Coletta, Cfp®, Apma®'s current company
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8 roles
Joseph Coletta, Cfp®, Apma® work experience
A career timeline built from the work history available for this profile.
Wealth Advisor
Current
Jul 2023 - Present
Associate Wealth Advisor
Jun 2019 - Jul 2023
Client Service Associate
- Analyzed the client's overall business needs and identified value-added services the firm could provide
- Managed new client implementation processes and built and maintained client relationships aimed at retention
- Reviewed quarterly asset values for billing, journals, transfers, invoicing, annuity fees, commission fees, and collection consulting fees while monitoring for evidence of fraud
Jun 2017 - Jun 2019
Wealth Manager
Reed Financial Group, Inc.
- Developed financial and retirement analysis reports for prospective clients
- Participated in client meetings with estate, tax or insurance specialists as needed
- Helped clients to better understand their personal risk tolerance and provide alternative investment recommendations when necessary
- Managed the client wealth portal to establish client profiles, electronically link accounts, create financial plans though eMoney software, and monitor all user activity
- Oversaw and configured the online user interface for two company websites and responsible for establishing and generating all social media content for the firm
Dec 2015 - Jan 2017
Underwriter
- Assessed the relative risk for MetLife’s group Life, Dental, Vision and Disability insurance product offerings within the small business market segment
- Developed formal proposals for prospective accounts by obtaining, analyzing, and coding plan design information and established appropriate rates for applicable insurance products
- Supported the Group Underwriting Organization in achieving growth and profitability objectives
Apr 2012 - Dec 2015
Fund Accountant
- Produced income, interest accrual, and mark-to-market online reports for eHorizon website
- Determined the net asset value per share assigned, determining dividend and distribution rates
- Reconciled cash and fund share transactions, resolving discrepancies with transfer agent's and custodian's records and performed daily maintenance of assigned investment companies' accounting books for up to four.
- Monitored, booked, and settled trades of equities, corporate bonds and bank loans with the integrated software system
Mar 2011 - Apr 2012
Sales Associate/Assistant Tennis Specialist
- Generated sales of $83,806 with an average order value of more than $128 through the first eight months of operation
- Served as the Nike Ambassador representing Nike Golf during promotional store events, giveaways, and contests
- Administered personal vector fitting systems for golf swing analysis and communicated product suggestions
Mar 2010 - Dec 2011
3 education records
Joseph Coletta, Cfp®, Apma® education
Mba, Finance
Bachelor'S Of Science, Education
Study Abroad Program (Australia), Business & Law
FAQ
Frequently asked questions about Joseph Coletta, Cfp®, Apma®
Quick answers generated from the profile data available on this page.
What company does Joseph Coletta, Cfp®, Apma® work for?
Joseph Coletta, Cfp®, Apma® works for Mariner.
What is Joseph Coletta, Cfp®, Apma®'s role at Mariner?
Joseph Coletta, Cfp®, Apma® is listed as Wealth Advisor at Mariner.
What is Joseph Coletta, Cfp®, Apma®'s email address?
AeroLeads has found 2 work email signals at @marinerwealthadvisors.com for Joseph Coletta, Cfp®, Apma® at Mariner.
What is Joseph Coletta, Cfp®, Apma®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 913 for Joseph Coletta, Cfp®, Apma® at Mariner.
Where is Joseph Coletta, Cfp®, Apma® based?
Joseph Coletta, Cfp®, Apma® is based in Leawood, Kansas, United States while working with Mariner.
What companies has Joseph Coletta, Cfp®, Apma® worked for?
Joseph Coletta, Cfp®, Apma® has worked for Mariner, Reed Financial Group, Inc., Metlife, State Street, and Golfsmith.
How can I contact Joseph Coletta, Cfp®, Apma®?
You can use AeroLeads to view verified contact signals for Joseph Coletta, Cfp®, Apma® at Mariner, including work email, phone, and LinkedIn data when available.
What schools did Joseph Coletta, Cfp®, Apma® attend?
Joseph Coletta, Cfp®, Apma® holds Mba, Finance from Avila University.
What skills is Joseph Coletta, Cfp®, Apma® known for?
Joseph Coletta, Cfp®, Apma® is listed with skills including Powerpoint, Social Media, Accounting, Insurance, Sales, Investments, Video Editing, and Excel.
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