As the lead advisor at Retirement Planning Specialists, Joe Sarappo relies heavily on his 25 years of experience in the financial industry to serve his clients. He believes prudent investment advice, solid returns, and quality service are important components of the client experience, but the key ingredient is the personal relationship. Specializing in pre-retirement planning, it is integral to thoroughly understand the goals and dreams of his clients – and the best way to do that is to be personally invested in their success. This is the primary reason Joe decided to organize Retirement Planning Specialists as a fee-based, Registered Investment Advisor (RIA).
Joe leads the firm’s investment committee by meeting regularly with fund managers, assessing risk exposure, and analyzing fund performance. In doing this, he continually evaluates the composition and allocation of the models in our portfolios. Joe holds his Series 6, 7, 63, and 65 securities licenses as well as his Life, Health, and Variable Annuity license.
Joe lives in Bensalem with his wife, Patti, and their three dogs. Their home is rarely quiet, however, with a combination of seven children, two grandchildren, and a host of other family and friends visiting regularly. In addition to being involved with his family, Joe is also passionate about donating his time and resources to several charities. When he does get a chance to relax, he can usually be found on a beach in Cancun.