Joseph Geslao, CLU®, ChFC®

Director of Financial Planning, LPL Registered Administrative Associate

Joseph has served in his current role at the firm since 2000. He leads a team of analysts who are responsible for creating comprehensive financial plans and investment portfolio. Joseph conducts extensive research on investment and insurance vehicles, estate planning concepts, and market trends. Prior to joining the firm, he worked as a planner for the Prudential Insurance Company and New York Life Insurance Company.

Joseph earned a BS in Accounting from Widener University and an MBA in Finance from Farleigh Dickinson University.

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