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“The lessons of teamwork, discipline, and perseverance gleaned from my sports experience now form the bedrock of my approach to financial planning.”
M: (609) 510-2065
O: (908) 300-7109

Joseph D’Andrea

Financial Representative

Bringing over a decade of experience to the financial planning realm, Joseph D’Andrea is dedicated to empowering clients in as they work towards their financial objectives. A Finance graduate from Kean University, Joseph’s academic prowess establishes a robust foundation in financial theory and analysis.

Before delving into finance, Joseph pursued his passion for athletics, achieving success as a collegiate baseball player and securing a National Title in 2007. The lessons of teamwork, discipline, and perseverance gleaned from this experience now form the bedrock of his approach to financial planning.

In his capacity as a financial planner, Joseph adopts a holistic approach to wealth management, recognizing not only the numerical aspects but also the unique needs and aspirations of each client. His expertise lies in retirement planning, investment management, and estate planning, enabling him to craft tailored strategies aligned with clients’ long-term goals.

Beyond his professional commitments, Joseph is a devoted husband and father to three boys, aged 9, 9, and 7. Understanding the significance of financial security for his own family, Joseph is impassioned about extending that sense of stability to others.

Known for his integrity, meticulous attention to detail, and a genuine desire to make a positive impact, Joseph guides clients through major life transitions and intricate financial decisions. His commitment to providing astute advice and personalized solutions underscores his mission to empower clients toward financial success.

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