Our mission is to provide complete financial advisory and benefit services to individuals and businesses utilizing financial techniques that are designed with one purpose: to meet the goals and protect the needs and interests of our clients and their families.
"It is extremely important to me that you understand the value of preparing now for your financial future. I offer educational services that can help you make informed decisions in choosing the appropriate products and services to fit your needs including a retirement needs analysis and investment portfolio analysis."
Joe started with the firm that would become Creative Financial Strategies LLC in 1987, after graduating from Boston University with a Bachelor of Science Degree in Finance. Joe is a recognized leader and frequent lecturer of financial literacy. He has won many industry awards throughout his 29 year career. He has qualified for Million Dollar Round Table and Court of the Table since 2006. In addition, he has extensive experience helping families with special needs financial planning.
Joe resides in Monmouth County with his wife, Laurie, and their two children.
- CERTIFIED FINANCIAL PLANNER™ Professional
- American College
- ChFC® - Chartered Financial Consultant
- CLU® - Chartered Life Underwriter
- CASL® - Chartered Advisor for Senior Living
- CLTC - Certified in Long Term Care
- Ed Slott Master Elite Advisor
- BS/BA Boston University – Finance
- Board of Directors: Monmouth Mental Health Association (MHA)
- Past President MHA Foundation
- Runs "Money Camp" at Brookdale Community College teaching kids about money