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Meet Joseph

Financial Advisor for Consolidated Planning
      

My focus is on helping individuals, businesses, and organizations create personalized strategies to help achieve their financial goals and needs. It is the utmost importance to understand your goals before investing your money. I take the time to work with your CPA, accountant, attorney and other professionals to provide personalized financial strategy for your business, you or your family.

My family and physician assistant background has helped me to embrace the importance of a strong family base along with educating those around me to help achieve success.

When I am not working I enjoy hanging out with my wife, 4 children, playing soccer and snowboarding.

If you have any question please email me at Joseph_Giordano@Cplanning.com or call me at 704-608-6408

Consolidated Planning | Financial Services

Are you looking for a Financial Services expert? Send Joseph a message!