Joseph Caccippio

About Joseph Caccippio

As a Financial Advisor, I am dedicated to helping my clients meet their financial needs…

Experience

1. Senior Financial Advisor

   Wells Fargo Advisors Finet

   Sep 2019 — Present · Fort Lauderdale, FL, US

   As a Financial Advisor, I am dedicated to helping my clients strive to meet their financial needs. Whether you are planning your retirement, saving for your children’s or grandchildren’s education, or looking to grow, protect, and transition your wealth, I can help. Before entering the financial services industry, I graduated from the University of Alabama with a degree in Human Environmental Sciences and worked as a Certified Business Education Teacher in Finance and Marketing. Over the past 15 years I have helped families, business owners and retirees develop customized tax efficient investment plans to meet there financial goals. Now as Financial Advisor with the Fort Lauderdale and Plantation offices of Wells Fargo Advisors, I take pride in working for a firm that puts you first. My mission is to help each one of my clients plan for a financial future in a way that best meets his or her goals. My customized investment plans for clients consists of reviewing their Estate goals, Investment portfolios, 401k, IRA’s Pension Plan, and Beneficiary designations. And my commitment doesn’t end there. My goal for each client is to live the one life they have the best way they can without sacrifice and unnecessary risk. I also share a passion for helping and educating others in my local community. I have been an active member of the local community for nearly 20 years. I am currently involved with St. Thomas Aquinas Alumni, St Anthony’s and St David’s Catholic Church, Broward Center of Performing Arts, and Community Charities. Away from the office, I also enjoy sports, theatre, and working with community organizations.

Education

• The University of Alabama

  Bachelors, Hospitality Management/Marketing

  1991 — 1996