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LandmarkWealth

Joined 4 years ago from Melville NY

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 Joseph Favorito CFP®

A Certified Financial Planner™ since 2006, I began my career in the financial services field in 1997. Over the course of the last 2 decades I have worked for several New York stock exchange members such as American Express, Waterhouse Securities & Fidelity Investments as a Financial Planner and Investment Consultant. In 2011 I founded Landmark Wealth Management LLC, a New York State registered investment advisor. I currently serve as the firms Principal. I have counseled a countless number of families and small business owners on issues related to retirement planning, investment management, insurance, estate planning strategies and tax efficient investment strategies. In addition to earning my CFP® designationI have held FINRA licenses series 7, series 9, series 10, series 63 and series 66. I have also been a licensed agent with both New York and Florida for health insurance, life insurance & variable annuities. In addition, I am currently an active member of the Financial Planning Associations Long Island Chapter.

 

 www.LandmarkWealthMgmt.com

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