President - Investment Officer
Joseph J. Fumo V graduated with a B.A. in Business Administration and a concentration in Finance from the Erivan K. Huab School of Business of Saint Joseph's University in 2012. With a focus on learning, Joseph became a CERTIFIED FINANCIAL PLANNER TM practitioner in March of 2015 as well as receiving his MS in Personal Financial Planning in 2017.
As a Financial Advisor with over 10 years of industry experience, he helps successful families and individuals organize and manage their financial affairs. His areas of focus include: generational wealth transfer and assisting pre-retirees and retirees in managing their assets to provide a lifestyle sustaining income that allows them to maintain their dignity and independence.
As an investment officer, Joseph assists clients throughout their life to help them accumulate wealth and help them manage that wealth during their retirement. His other areas of focus include: creation and monitoring of asset allocation models for mutual funds and exchange-traded funds, small business retirement plans including 401k's, and options strategies.
In his personal life Joseph enjoys life on the open water. He has helped managed his family owned full-service marina in Brigantine, NJ for over 25 years. Joseph maintains his U.S. Coastguard - 100 Gross Ton Masters Captain License as well as being a SSI Certified Scuba Diver.