Website: www.richplanninggroup.com
Joe developed an immense passion for financial planning at an early age, inspired by the mentorship of his family’s Certified Financial Planner. This foundation instilled in him a deep appreciation for how thoughtful, disciplined planning helps individuals and families build, protect, and preserve wealth over time.
With an extensive background in psychology, behavioral coaching, & customer service, Joe brings a unique, client-first perspective to his practice - combining technical knowledge with a strong understanding of human behavior. His experience working with clients across a wide range of industries has reinforced his belief that effective financial planning is not one-size-fits-all, but rather a personalized, evolving process built on trust, communication, and long-term commitment.
Joe is dedicated to delivering a high level of service, taking a proactive approach to help clients navigate life’s financial complexities with clarity and confidence. He places a strong emphasis on education, financial literacy, and empowering clients to make informed decisions while feeling supported at every stage of their financial journey.
Whether you are looking to start building wealth or approaching retirement, Joe is here to provide his clients with guidance & valuable advice.
Joe currently holds FINRA Registrations: Series 7 and 66, along with Life and Health insurance licenses.
CA Insurance Lic# 4267561
Each financial strategy is customized based on our client's needs and goals and presented via products or services from hundreds of our investment and insurance partners.
Why clients decide to work with my team:
- Registered Investment Advisor
- Holistic planning approach
- Personalize portfolio management with institutional expertise
- Frequent review meetings
You can learn more about our team by emailing joseph.b@richplanninggroup.com or calling 732-326-4923
R.I.C.H Planning Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.
Ca Insurance Lic# 4267561