Choosing a financial advisor is one of the most important decisions you will make so it’s critical to look beyond sales pitches and insist on substance. Every consumer should demand not just experience in a wide variety of market conditions and expertise from their advisor, but also proof that they’re on your side. Founder Joe Sturniolo holds a Certified Financial Planner credential from the CFP® Board of Standards. The CFP® is earned through rigorous training and exams covering everything from budgeting to investing to estate planning. In addition, the staff at Joseph S Sturniolo & Associates duplicates many of his credentials and makes over 100 years of combined industry experience bringing specialized expertise to the firm.
As an independent fiduciary advisor regulated by the Securities and Exchange Commission, we are legally required to put our clients’ interests ahead of our own. Our compensation model backs this up: Typically, we earn a set fee regardless of which products or solutions we recommend. With that being said, we are also able to provide our clients with products that can only be sold with sales commissions. In cases where such products are in our clients’ best interests, we will fully disclose the compensation we stand to earn by recommending them.
email@example.com | 303-695-4363