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Wealth Management AdvisorVice President4661 SAWMILL ROAD
Suite 200UPPER ARLINGTON,
Learn more about an advisor’s background on FINRA’s BrokerCheck
Since beginning in the financial services industry in 1997, Joe has built his career working with individuals and businesses to help define and achieve their financial goals. Joe uses a hands-on approach in working with clients to help ensure that their needs are always met with the highest level of attention and that financial strategies are effectively implemented.Joe knows that accumulation and preservation of wealth present different challenges and opportunities to each client. He works closely with the clients' other trusted advisors, including attorneys and accountants, to address tax, trust, philanthropic and estate needs - to be an "essential resource".Joe holds the following designation: CRPC® (Chartered Retirement Planning CounselorSM)*. A 1987 graduate of the University of Akron, Joe resides with his wife, Pam, and son, Anthony, in Dublin. Joe demonstrates a strong commitment to his community as well. He currently serves as chairman of the corporate board of NetCare, is an active member of St. John Italian Catholic Church, and the Columbus Italian Club and is a member of the Finance Management Technology Advisory Board at Columbus State Community College. Joe was honored in 2004-2005 as "Volunteer of the Year" by Junior Achievement of Central Ohio. Of his business today, Joe says, "The fundamentals of wealth building have not changed. Building wealth comes from disciplined strategic investing - not from emotional decision making."*Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.
Joseph Trocchio is registered to do business in : AL, AZ, CA, CO, FL, GA, IL, IN, MI, NC, NJ, NY, OH, PA, SD, TN, TX, VA
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