Joseph Spina
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Specialties
Joseph assists all types of clients with their financial planning and investment needs. He has specialized expertise working with widowed, divorced and retirement-focused individuals including pre-and post-retirement distribution planning. As an independent financial advisor, Joseph enjoys the process of helping people put their financial lives in order by customized guidance as well as his commitment to providing the best possible customer service. He is responsible for meeting with clients, researching client issues, preparing and presenting a financial plan. He truly believes in financial education and prides himself on the long-term relationships he has with his clients. Joseph is also an Investment Advisor Representative with SagePoint Financial, Inc. He has earned his life insurance, health insurance, Series 7 and Series 66 licenses. He is a Dave Ramsey SmartVestor team member.
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