Joseph Marciano is the Senior Partner of Marciano Wealth Advisors.
Since 1979, Joseph has been providing creative solutions to successful professionals, entrepreneurs, and closely held businesses in Estate and Insurance Planning, Fee-Based Investment Management, and Wealth Management.
His client list is incredibly diverse, and ranges from senior executives of private and publicly traded companies and successful real estate developers to affluent retirees and pre-retirees, medical professionals and their children and grandchildren. He serves them with a passion for excellence and with a commitment to a long-term relationship.
Joseph has earned the Certified Financial Planner™ certification from the College for Financial Planning in Denver, Colorado. He has earned the Certified Fund Specialist® (CFS®) designation. He is a Registered Representative and Investment Advisory Representative with Cambridge Investment Research Advisors and holds the Series 6, 7, 63, and 65 licenses.
Joe lives in Skippack, Pennsylvania, with his wife, Sandy, and enjoys playing golf, martial arts, and spending time with his wife, children, and grandchildren.