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Falbo Wealth Management
New Providence, NJ

Joseph Falbo

AIF®, CFP®, CRC®
Redefining what a wealth manager does for you and your family.
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Meet Joseph

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My Story - Joe Falbo
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E-Newsletter Sign Up - Joe Falbo
Video Transcripts

I am a CERTIFIED FINANCIAL PLANNER™. I have been a Financial Adviser since 1995 specializing in pre-retirees and retirees. I strive to help grow and preserve their wealth using customized and comprehensive strategies. This seeks to help them to achieve and retain the lifestyle they want in retirement. After I graduated from St. John’s University in 1995, I began my Financial Adviser career at Merrill Lynch. At Merrill Lynch I…

I am a CERTIFIED FINANCIAL PLANNER™. I have been a Financial Adviser since 1995 specializing in pre-retirees and retirees. I strive to help grow and preserve their wealth using customized and comprehensive strategies. This seeks to help them to achieve and retain the lifestyle they want in retirement. After I graduated from St. John’s University in 1995, I began my Financial Adviser career at Merrill Lynch. At Merrill Lynch I graduated from their two year financial adviser training program and went on to attain the position of Vice President. In the year 2002, I brought my practice to Wachovia Securities where I was a Financial Adviser and Vice President until 2009. In June of 2009 I started my own financial services practice called Falbo Wealth Management and later joined LPL Financial in 2018.

I am committed to serving my clients’ financial interests through hard work and a common-sense approach to planning and investing. My main goal is to help preserve and grow my clients’ wealth so that they can live their entire retirement with dignity and independence. I use extensive personal and professional experience in all areas of investment planning to help my clients pursue their goals. I use ongoing financial education to help them to make confident financial decisions. I am registered to provide a wide variety of investment planning products and services custom tailored to your situation. I endeavor to accomplish my planning process in a professional, non-threatening, stress-free environment. A high level of caring, personal service, financial education and trust is expected and provided.

I look forward to speaking with you.


Services offered

Investment Management
Financial Planning
Investment Consulting
Retirement Planning
Tax Planning
Estate Planning

Fee structure

Commission-based
Based on % of assets
Fee & Commission

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™
CRC® - Certified Retirement Counselor®
AIF® - Accredited Investment Fiduciary®

Memberships

FPA - Financial Planning Association

Education

Bachelors
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