Joseph Falbo CFP®, CRC®, AIF®
Certified Financial Planner
I am an independent LPL financial advisor whose goal is to help grow and preserve my clients’ wealth using customized and comprehensive strategies. With over two decades of experience, I help them pursue and retain the lifestyle they want in retirement.
My top commitment is to serve your financial interests by helping preserve and grow your wealth so that you can live your entire retirement with dignity and independence. Through extensive personal and professional experience, I can help you pursue your goals in all areas of investment planning.
With ongoing financial education and compliance adherence, I can provide various investment planning strategies custom-tailored to each situation. By providing my planning services in a professional, non-threatening, stress-free environment with a high level of attentiveness and with a focus on building trust, I aim to ensure that I am equipped to help you make confident, informed financial decisions.
Prior to founding Falbo Wealth Management in 2009, I spent 15 years working for a number of the nation’s largest and most recognized brokerage firms and banks. I am a 1995 graduate of St. John’s University and have completed Merrill Lynch’s Financial Advisor two-year training program.
I grew up in New York but moved to New Jersey when I was 30 years old and have lived here ever since. I currently live in East Hanover with my wife, daughter and son. I enjoy spending time with my nieces and love being with my family and friends who all live nearby. In my free time, I enjoy learning about and implementing new ways to live an active and healthy lifestyle.
www.falbowealth.com