Joel Russo is a native to New Jersey and has been in the Financial Services Industry for over 30 years. He is dedicated to helping his clients reap the rewards of a well-planned retirement.
Unlike many Financial Planners, Joel specializes in the retirement market, the over 50 crowd, and has dedicated his practice to helping inform this community with workshops on topics relating to conservative alternatives.
Joel’s Over 50 area of concentration was inspired years ago when he witnessed the challenges faced by his parents who had not been advised properly regarding retirement savings. Joel’s passion then became helping his clients to avoid some common mistakes made by those entering or in the retirement phase.
Throughout his career, Joel has met with and continues to consult with several hundred planners like himself around the country to learn, grow and build the skills necessary to help his clientele enhance their overall financial situation.
Understanding that continued learning is essential in order to adapt and evolve in an ever-changing financial industry is one of the factors that earned Joel a spot in the National Register’s Who’s Who in Executive and professionals, which is registered at the Library of Congress in Washington, D.C.
Joel and his wife, Gina, have three daughters, two grandchildren and reside in Ocean County.