About Joanne

Backed by over 15 years of experience in the financial services industry, I am currently a Wealth Management Advisor at TIAA. I am also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Investment Management Analyst® (CIMA®). I help educate clients and work with them to create strategies through sound financial planning for themselves and their families. I am fortunate enough to be able to share my expertise with individuals who seek financial help and have spent their lives teaching and/or helping others. My areas of focus include retirement planning, tax-efficient income planning, and asset allocation management. I also specialize in helping women in transition by providing them with next steps and helping with their comprehensive financial plans. I received my Bachelor of Business Administration from Hofstra University and my Master of Business Administration from Fordham University. I currently reside in Wayne, NJ, with my family. I enjoy working out, gardening, cooking, and spending time with my family and our bulldog, Junior. CA Insurance License #0G21098