Joe is a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the firm’s Investment Committee. Since 2014, Joe has worked closely with families and business owners to help develop customized strategies related to financial planning and investments. Joe takes pride in helping individuals and families build financial security, as part of the Carver Financial Team.
Joe maintains his Series 7 and 66 licenses, as well as a life, health and annuity insurance license. He earned his bachelor’s degree in business from Mount St. Joseph University. In his free time, Joe enjoys playing golf, cheering on Cleveland sports teams, and spending quality time with friends and family.
CFP® | CERTIFIED FINANCIAL PLANNER™ | Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.