Qualifications
Joe has been with RBC Wealth Management since 2006. After receiving a B.A.degree from Saint Johns University in government and business administration he spent 20 years at Ameriprise and Piper Jaffray. He takes pride in not only educating his clients, but making sure that he stays educated and current as well. As such, he has studied for and passed the examinations to obtain the CERTIFIED FINANCIAL PLANNERTM (CFP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®) designations. Joe serves on Boston University Questrom School of Business Parents Dean’s Advisory Board.
CFP® professonals are dedicated to the highest level of professionalism and ethical standards, and, through the intensive requirements, gain a greater understanding of risk management techniques, as well as insurance, tax, estate, investments, and retirement planning. These topics of study allow CFP® professionals to enhance their client relationships and add value toward helping clients achieve their financial objectives.
Joe is married, has four children, lives in Edina and volunteers for the MS Society.
