Joseph Piela (CFP®)
Joseph Piela focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
Planning Specialties
Joseph Piela is a Wealth Advisor at Sax Wealth Advisors - a fee-only, independent registered investment advisory firm with over $1 billion of collective assets under management.
With more than 16 years of experience, Joe helps family-owned businesses, professionals and families reach their financial goals through the creation and maintenance of holistic financial plans, specifically tailored to each client’s individual needs, that incorporate portfolio management, tax strategies, wealth transfer considerations, business consultation and retirement planning. At Sax, Joe collaborates with his advisory team to deliver clients a customized, total wealth management solution.
Prior to joining Sax, Joe was an investment advisor at Allied Wealth Partners. A graduate of the University of Pennsylvania – The Wharton School, Joe holds his Bachelor’s Degree in Economics. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds life, health and accident insurance licenses in multiple states.
NAPFA Start Date
October 10, 2017
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