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Mini joe catanzarite
Catanzarite Financial Services, Inc.
South Bend, IN

Joe Catanzarite

CFP®
Providing guidance on anything that impacts you financially.
Score:
100

Meet Joe

In 2006, Joe chose a new career path – financial planning – with determination to offer financial guidance and oversight to individuals and businesses. Today, he works with clients providing guidance on anything impacting them financially.

In addition to earning a Bachelor’s Degree in Finance from Saint Joseph’s College (2003), he attained the Certified Financial Planner (CFP®) designation in 2010.

In 2006, Joe chose a new career path – financial planning – with determination to offer financial guidance and oversight to individuals and businesses. Today, he works with clients providing guidance on anything impacting them financially.

In addition to earning a Bachelor’s Degree in Finance from Saint Joseph’s College (2003), he attained the Certified Financial Planner (CFP®) designation in 2010.


Services offered

Investment Management
Financial Planning
Retirement Planning
Tax Planning
College Planning
Estate Planning
Insurance Management
Alternative Investments
LGBT Services
Socially Responsible Investing
Employer Sponsored Retirement Plans
Long-Term Care Planning

Experience with

Small business owners
Medical professionals
Business executives
Entrepreneurs
Families
Other professions

Fee structure

Based on % of assets
Flat Fee/Retainer
Other

Certifications and licenses

CFP® - CERTIFIED FINANCIAL PLANNER™

Education

BA
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