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Joe Balducci

CFP®*

Director

  • Partner

Group

Partner

Investment Operations

Certification

CFP®*

Office

New Jersey

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Joseph Balducci is a director and partner at the firm. He leads the Capital Markets group and is responsible for managing custodial relationships, securities trading, asset movement, and account maintenance. Joseph has over 18 years of experience in investment, insurance, tax, retirement, and estate planning.

Previously, Joseph served as Vice President and Service Manager of Eastern Planning, Inc. He earned a Bachelor of Science in Finance from St. Thomas Aquinas College in Sparkill, NY. Joseph also holds the CFP® (Certified Financial Planner™) designation.

*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.