As Managing Partner of Diversified Financial Advisors, LLC, Joe brings a strategic focus to helping business owners turn their retirement plans into powerful financial tools. With almost three decades of experience in the retirement plan industry, Joe specializes in simplifying complex fiduciary responsibilities and assisting with the design of plans that seek to attract and retain top talent.
Joe works directly with employers to help them strive to streamline plan operations, improve investment oversight, and reduce compliance risk. His fiduciary-first approach aims to ensure that every plan is aligned with regulatory standards and participant success.
A sought-after advisor and speaker, Joe is known for delivering clear, actionable guidance that helps clients make confident decisions about their 401(k) plans. His mission is simple: eliminate the burden of plan management so business owners can focus on growing their business—with a smarter retirement strategy in place.
Certifications and Licenses:
CERTIFIED FINANCIAL PLANNER™ (CFP®): Expertise in comprehensive financial planning.
Accredited Investment Fiduciary® (AIF®): Knowledge of fiduciary responsibility and prudent investment practices.
Certified Plan Fiduciary Adviser (CPFA®): Proficiency in managing employer-sponsored retirement plans.
FINRA Series 7, 24, and 63 Securities Registrations: Held with LPL Financial, authorizing Joe to engage in securities transactions and supervisory roles.