Joe has been a Partner and Wealth Advisor with Stein Wealth Advisors since 2020. He has been working as an advisor since 2006. His passion for finance began when he received a few shares of stock from his family. He eventually pursued a career as a CERTIFIED FINANCIAL PLANNER™ and now feels honored to assist his clients and community with their financial goals.
“It is my honor and privilege to work with my clients on their most complex and exciting financial goals.”
Joe holds a bachelor's degree in business management from Mercyhurst University in Erie, PA. He started practicing with a major national financial firm after college, where he met his friends Melissa and Josh. Joe is dedicated to serving the Washington community and has served in various roles over the years. Currently, he is heavily involved with the Washington County Community Foundation as the Investment Committee Chair and Trustee. He also serves Rotary International at a local and regional level.
Joe, his wife Kate, and their dog Buddy reside in Washington County. They enjoy traveling and spending time with their loved ones.
Credentials
- Certiļ¬ed Financial Planner (CFP®)