Joseph Sacramento

Professional:
Joe embarked on his professional path in 2023 at Equitable Advisors LLC., dedicating himself to assisting educators and families in achieving a retirement that is as seamless and worry-free as possible. His deep-seated interest in finance grew into a genuine passion, particularly as he found joy in educating family and friends about the things he would learn. Long before his career officially began, he noticed the challenges his family faced as they neared retirement and set his professional goals on helping to alleviate this often-daunting task for others. He derives satisfaction from introducing clients to innovative concepts and strategies that could enhance their retirement experience. 

Qualifications:
Joe graduated with a Master's in Finance and Bachelor's of Economics, both from the University of Iowa. In addition to his formal education, Joe has completed the first two levels towards obtaining his Chartered Financial Analyst (CFA) registration, and is currently a candidate for the third and final level.

• FINRA Series 7 and 66 registrations
• Life, Health and Long-Term Care Insurance Licenses 

Personal:
Outside of his professional commitments, Joe is dedicated to continuous learning to enhance his ability to support his clients better. In his personal time, he finds relaxation and rejuvenation through long runs and actively engages in local volunteer activities.