Senior Wealth Manager
Joe LoStracco is a financial advisor who brings passion and high energy to financial planning. He works diligently with his clients to make sure they have the best game plan possible to help achieve their hopes and dreams. Once their game plan is put together Joe works side-by-side with his clients to provide sound advice to help implement each piece of the plan.
Prior to becoming a financial advisor, Joe was a Client Service Representative with the firm. He gained valuable experience by reviewing accounts and conducting meetings and worked closely with the other advisors.
He is an investment advisor representative and registered representative with Cetera Advisor Networks LLC. He has his series 7 and 66 securities registrations. In addition, he has his Pennsylvania Life, Accident and Health insurance license which allows him to evaluate and educate clients on life, health, disability, and long-term care insurance policies.
Joe is a graduate of Ursinus College where he received a degree in Applied Economics with a focus in finance. Joe was a four year member of the basketball team as well as captain for one year.
He currently resides in Chalfont, PA. In his free time he enjoys spending time with his family and friends. He is an avid sports fan and competes in the sport of Strongman.