As a CFP® Practitioner, Joe enjoys working closely with clients. By listening to their questions, anticipating needs, and alleviating stress to make their personal and financial lives better, Joe fosters strong and long-lasting relationships with his clients today. In creating comprehensive financial plans for our clients specifically designed to integrate wealth into their lives, Joe assists them in reaching their personal goals.
Prior to joining Mariaca Wealth Management, LLC, Joe was a Financial Planner for a fee-only, CEFEX-certified Registered Investment Advisory firm in Philadelphia, PA, working with high and ultra-high net-worth clients. He also worked in the Retirement Plans Department of a large brokerage firm, providing investment and insurance reviews for plan participants.
After graduating from Saint Joseph’s University with a Bachelor of Science in Financial Planning and Accounting, Joe completed the rigorous education, experience, and testing requirements laid out by the CFP Board to earn the rights to use the CERTIFIED FINANCIAL PLANNERTM certification. Furthermore, he has also completed the Foundation for Financial Planning® “Pro Bono Boot Camp,” certifying him to provide free, unbiased financial advice to underserved communities. Joe is an active member of the Financial Planning Association (FPA) and the Society of Financial Service Professionals (FSP).
As a passionate community member, Joe places a special emphasis and often prioritizes giving back to his local community as frequently as possible. Joe has actively served on the Board of Directors for the Arc of Chester County, helping individuals and families with special needs. Contributing further to his community outreach, Joe served on the Special Needs Trust Advisory Committee for PLAN of PA.
When Joe isn’t managing wealth or drafting up extensive financial plans that adhere to his clients’ individual needs, he can be found spending time with family, snowboarding, playing golf, and rooting for the Eagles.
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