what we do
Financial Planning • Estate Planning • Mortgages • Insurance
Money Management•Long Term Care•Real Estate Investments
As a Certified Financial Planner and member of the International Association of Financial Planners, Joe Sturniolo has over 25 years of experience in the financial industry including acting as SVP of Prudential Securities and VP of Investments at Kidder Peabody. Having managed over $100 million in assets for more than 300 clients at Prudential Securities, Joe was listed in the Chairman's Council of the top 100 advisors and is currently one of the top five Financial Planners with Geneos Wealth Management. Joe has developed his own unique methodology and strategic systems, called the Transition Formula™, to create customized plans for each distinct situation and needs as posed by his clients..
Joseph S. Sturniolo and Associates, Inc. is an investment advisor. Securities offered through Geneos Wealth Management, Inc. Member FINRA/SIPC.