About Joseph
As Founder and President of Integrated Financial Solutions; Joe focuses on tailored solutions for Business Owners and Executives with specific attention to retirement plan design and implementation. He works closely with plan sponsors to assure the retirement plan design selected fits their business’s unique needs. Today’s plan sponsors and fiduciaries are faced with many challenges. Laws and regulation changes, lack of fee transparency, conflicts of interests; Integrated Financial Solutions tries to bring clarity and provides independent guidance resulting in an integrated approach.
Education
Associate's degree
Licenses
Series 6
Series 63
Series 65
Series 7
Series 66
Registered Investment Advisor
Life
Property & Casualty
Other Credentials
CSA
AIF®
AAMS®
CPFA®
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
2005
Other Credentials
4
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.