about Joe Masiello

Since 2005, Joe Masiello has been serving families as their trusted financial advisor helping them work toward their goals by   providing them with a Financial Road Map. Joe educates and coaches his clients so they are equipped to make informed decisions. His goal is to identify and manage the risks to his client’s financial well-being. Through ongoing vigilance, he helps clients gain confidence.

Joe provides comprehensive wealth management services to individuals and families with investable assets in excess of $1 million. His financial planning services include: investment management, retirement planning, insurance and estate planning, education planning, and pre and post-divorce financial planning. He is trained in Divorce Collaboration and Mediation.

Since 2008, Joe has been a CERTIFIED FINANCIAL PLANNER ™ Practitioner. He has over 30 years experience as an investment professional and worked on Wall Street for over 20 years with firms such as Sanford Bernstein and Donaldson, Lufkin & Jenrette. He worked with UBS as a financial advisor from 2005-2009 before becoming affiliated with LPL Financial and starting his own firm. He serves clients in New York City, N.Y. and Stamford, CT, as well as nationwide.

Joe uses the best tools and resources to help his clients by partnering with top industry leaders such as LPL Financial, SEI and eMoney. He is currently a registered representative with and offers securities and advisory services through LPL Financial.

Joe is a graduate of Fordham University.

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Financial Planning Certifications:
ChFC®, Chartered Financial Consultant
CDFA™, Certified Divorce Financial Analyst
Professional Affiliations:
FPA, Financial Planning Association
IDFA, Institute for Divorced Financial Analysts
CCDM, Connecticut Council of Divorce Mediation and Collaborative Practice