Joseph Curran (CFP®, CRPC®)

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

High Net Worth Client Needs

Investment Advice with Ongoing Management

Retirement Planning & Distribution Rules

Socially Responsible Investments

Planning Specialties

Asset Management

Financial Planning

Institutional Investing

Nonprofit Organizations - 501(c)(3)

Corporate Retirement Plans

Socially Responsible Investments

Additional Information

Joseph Curran is a seasoned financial planner and portfolio manager who has been in the investment management industry since 1998.

Building on his experience working for major Wall Street firms such as Smith Barney and Merrill Lynch, Joe develops customized investment strategies for both families and institutions.

Joe graduated with a bachelor’s degree in Economics from the University of Connecticut and subsequently earned a master’s degree in Financial Economics from Trinity College.

His professional designations include his Certified Financial Planner (CFP)™ certification; Certified Portfolio Manager credential (CPM); and Chartered Retirement Planning CounselorSM professional designation.

A Connecticut native originally from West Hartford, Joe currently resides with his wife and two children in the coastal town of Wakefield, RI.