Joseph Alotta (BS, CFP®, CFS®, MA, MBA)

Joseph Alotta focuses in the
following client markets or areas of practice:

  • Investment Advice with Ongoing Management

Planning Specialties

Joseph Alotta has been a financial counselor and investment manager for over 30 years with clients from all walks of life.  He has held executive positions at several large institutional banks: JP Morgan Chase, Wells Fargo and Goldman Sachs.  

He hold a BS in Economics and an MBA in Finance from New York University, and a diploma in Financial Planning from DePaul University.  He is also a Certified Finacial Planner, a Registered Investment Advisor and a member of the National Association of Personal Financial Advisors, the most respected professional organization.

Mr. Alotta's background is in systems engineering and statistics. His primary focus is managing portfolios of utility and industrial stocks.  He speaks on the topics of stock investing, financial planning, precious metal investing, computer security and privacy.

He lives in Westmont and his office is in Oak Brook.

Additional Information

 


 

NAPFA Start Date

January 22, 2007

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This Office

409 N Washington St Westmont, IL 60559-1474 Phone: (630) 969-2628 cell