Joseph Trucano, Cfp®

Joseph Trucano, Cfp® Email and Phone Number

Director Of Financial Planning at Oliver Luxxe Assets, LLC @ Oliver Luxxe Assets LLC
gladstone, new jersey, united states
Joseph Trucano, Cfp®'s Location
New York City Metropolitan Area, United States
Joseph Trucano, Cfp®'s Contact Details

Joseph Trucano, Cfp® work email

Joseph Trucano, Cfp® personal email

About Joseph Trucano, Cfp®

Oliver Luxxe Assets, LLC is a Regstered Investment Advisor focused on providing wealth management and financial planning services to high-net worth individuals, families, and businesses. As the CERTIFIED FINANCIAL PLANNER™ of the firm, I work closely with clients by designing, implementing, and monitoring their custom-tailored financial plan with one goal in mind: to achieve success in all aspects of their finances.

Joseph Trucano, Cfp®'s Current Company Details
Oliver Luxxe Assets LLC

Oliver Luxxe Assets Llc

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Director Of Financial Planning at Oliver Luxxe Assets, LLC
gladstone, new jersey, united states
Website:
oliverluxxe.com
Employees:
10
Joseph Trucano, Cfp® Work Experience Details
  • Oliver Luxxe Assets Llc
    Director Of Financial Planning
    Oliver Luxxe Assets Llc May 2014 - Present
    Gladstone, Nj
    Institutional Asset Manager Partnered with Family Office Services
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  • Ubs Financial Services Inc.
    Senior Registered Client Service Associate
    Ubs Financial Services Inc. Jun 2013 - May 2014
    Florham Park
    STAR Wealth Management Group
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  • Bank Of America Merrill Lynch
    Assistant Vice President
    Bank Of America Merrill Lynch Jun 2011 - Jun 2013
    View
  • Merrill Lynch
    Client Associate
    Merrill Lynch Sep 2010 - Jun 2011
    View

Joseph Trucano, Cfp® Skills

Financial Planning Investment Management Wealth Management Services Wealth Management Asset Management

Joseph Trucano, Cfp® Education Details

Frequently Asked Questions about Joseph Trucano, Cfp®

What company does Joseph Trucano, Cfp® work for?

Joseph Trucano, Cfp® works for Oliver Luxxe Assets Llc

What is Joseph Trucano, Cfp®'s role at the current company?

Joseph Trucano, Cfp®'s current role is Director Of Financial Planning at Oliver Luxxe Assets, LLC.

What is Joseph Trucano, Cfp®'s email address?

Joseph Trucano, Cfp®'s email address is tr****@****aol.com

What schools did Joseph Trucano, Cfp® attend?

Joseph Trucano, Cfp® attended College For Financial Planning, Rutgers, The State University Of New Jersey-New Brunswick.

What skills is Joseph Trucano, Cfp® known for?

Joseph Trucano, Cfp® has skills like Financial Planning, Investment Management, Wealth Management Services, Wealth Management, Asset Management.

Who are Joseph Trucano, Cfp®'s colleagues?

Joseph Trucano, Cfp®'s colleagues are Matthew Biedron, Cfa, James Lynch, Cfp®, Brad Jacobson, Drew Crawford, Lesley Aubin, Eric Feigenwinter.

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