Plan for tomorrow. Live for today.

CONNECT

Address:

115 Sullys Trail, Suite 8
Pittsford, NY 14534

Phone:

585-249-1550

Fax/Other:

585-249-1554

Hours: Mon-Thurs 8-4 Fri 8-12 After hours available by appointment

Joe Filberto, RICP®

Joe Filberto, RICP®

Chief Investment Officer

Joe started in the financial industry in 2002 and has diverse experience including time at a national investment firm and in the Private Client Group at one of the largest banks in the country.  These experiences have shaped his beliefs regarding client service and investment philosophy.

A Rochester native, Joe attended McQuaid Jesuit High School and graduated from Washington and Jefferson College in 2002 with a Bachelor's Degree in Business Administration.  While at W&J he was a four year letterman and 2 year captain of their nationally ranked football team.

He has completed graduate studies through Boston University's Program in Financial Planning and courses offered through Yale and the University of Chicago, along with achieving the Retirement Income Certified Professional from the American College of Financial Services. A new wife and home keep him busy in his free time as do his dogs Baron and Bella.  It's possible you will meet one of them as they occasionally join him at the office.

Phone 585-249-1550
Fax 585-249-1554
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck