Joseph Ivan Fishman Jr.
Joseph (Joe) Fishman is a financial planner that specializes in retirement planning with an additional focus on federal employee retirement benefits. Understanding that the retirement process can be stressful and often overwhelming, Joe believes it is his fiduciary responsibility to take the extra time to help clients understand their options in simple, easily graspable terms. Joe also believes that each client’s situation is unique and that there should be no “cookie-cutter” approaches.
As such, he researches often overlooked and underutilized financial strategies to create custom, well-balanced and holistic solutions for clients. One of the most valuable tools for doing this is Joe’s comprehensive understanding of technical market analysis. This skill better guides him in understanding the rhythm and flow of financial markets. He then shares these insights with his clients, and together, they craft an investing game plan. It is this cooperative environment combined with technical expertise, that gives his clients a competitive edge while navigating the financial landscape.
Nothing brings more satisfaction to Joe professionally, than when a client, who is nervous about retiring, realizes they will be OK. This drive comes from his feelings of personal responsibility for his clients and a passion for helping people stabilize their financial futures. His dedication is shown as he often takes client calls after hours and on weekends.
Joe is nationally licensed as an Investment Advisor through the SEC and holds his Series 65 securities license. He also holds multiple state-specific licenses through the Department of Banking & Insurance in those individual states. Additionally, Joe spends time volunteering as a business mentor through the Small Business Association’s SCORE program. Moreover, Joe privately teaches day trading virtually to an international group of entrepreneurs.
Phone: (609) 709-0223 | Email: joe@benefitwealthpartners.com | Website: www.benefitwealthpartners.com
Investment advisory services offered by duly registered individuals through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Wealth, LLC, and Benefit Wealth Partners are unaffiliated entities. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Past performance is not indicative of future results. 22177 - 2022/9/2
