Joseph Smith

Joseph Smith

Financial Planner

Joe is a CERTIFIED FINANCIAL PLANNER ™ and an Investment Advisor Representative with over thirty years of financial experience.  He joined SagePoint Financial in 2007 after working at AG Edwards & Sons and Morgan Stanley.  Prior to becoming an advisor, he worked at Donaldson Lufkin & Jenrette as an institutional equities trader.

With a passion for helping people, Joe is committed to providing comprehensive financial planning and independent investment advice to help clients reach their financial goals.  He takes a personal interest in every client, always looking to build a solid relationship you can trust.

Joe has an MBA in finance from Pace University and a BS degree in Accounting from Marist College.  He holds the series 7, 63, 65 securities registrations and is a licensed insurance agent in New Jersey.

Joe is a past president and active member of the Rotary Club of Madison, NJ.  He is also a member of the Financial Planning Association and Financial Services Institute.

Phone 973-378-0022
Fax 973-378-0022